+65.5%
QBTS vs AMP
+219.3%
-153.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.4% |
| 7D | +1.3% | -0.5% | +1.9% | +1.6% |
| 30D | -19.0% | -1.3% | -17.7% | -18.4% |
| 3M | -29.5% | +24.2% | -53.7% | -38.0% |
| 6M | -11.2% | +24.6% | -35.7% | -21.9% |
| YTD | -35.8% | +14.8% | -50.6% | -40.7% |
| 1Y | +1.7% | +12.8% | -11.1% | -5.1% |
| 3Y | +1,470.1% | +69.0% | +1,401.1% | +1,154.3% |
| 5Y | +72.3% | +124.9% | -52.6% | +37.8% |
| All | +65.5% | +219.3% | -153.8% | +35.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling