+70.9%
QBTS vs AMP
+118.7%
-47.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.9% |
| 7D | -1.0% | -2.0% | +1.1% | +0.3% |
| 30D | -17.6% | -1.7% | -16.0% | -16.8% |
| 3M | -28.3% | +23.2% | -51.6% | -37.8% |
| 6M | -11.2% | +22.2% | -33.4% | -22.3% |
| YTD | -36.3% | +14.0% | -50.3% | -41.6% |
| 1Y | +3.9% | +14.0% | -10.1% | -4.6% |
| 3Y | +1,728.8% | +67.0% | +1,661.8% | +1,309.3% |
| 5Y | +70.9% | +123.2% | -52.3% | +32.8% |
| All | +70.9% | +118.7% | -47.8% | +32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling