-81.0%
QID vs AMP
+122.1%
-203.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.1% |
| 7D | +1.3% | -0.5% | +1.8% | +0.8% |
| 30D | +2.9% | -1.3% | +4.3% | +1.7% |
| 3M | -0.7% | +24.2% | -24.9% | +23.3% |
| 6M | -29.7% | +24.6% | -54.2% | -11.8% |
| YTD | -27.9% | +14.8% | -42.7% | -16.1% |
| 1Y | -34.6% | +12.8% | -47.4% | -24.8% |
| 3Y | -73.5% | +69.0% | -142.5% | -44.3% |
| All | -81.0% | +122.1% | -203.2% | -29.7% |
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