+38.1%
Q vs AMP
+12.5%
+25.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -3.8% |
| 7D | +1.2% | +3.9% | -2.8% | +0.2% |
| 30D | -2.7% | +5.1% | -7.8% | -3.8% |
| 3M | -16.9% | -8.7% | -8.3% | -14.7% |
| 6M | -26.9% | +11.4% | -38.3% | -30.6% |
| YTD | +45.2% | +7.3% | +37.9% | +31.3% |
| 1Y | +38.1% | +14.6% | +23.6% | +16.0% |
| All | +38.1% | +12.5% | +25.7% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling