-100.0%
QID vs AMP
+1,893.7%
-1,993.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | -0.2% |
| 7D | -2.7% | +2.6% | -5.3% | -0.9% |
| 30D | +1.8% | +0.8% | +0.9% | +2.5% |
| 3M | -2.2% | +24.3% | -26.4% | +14.7% |
| 6M | -32.1% | +20.6% | -52.7% | -21.7% |
| YTD | -28.6% | +14.6% | -43.2% | -19.9% |
| 1Y | -36.3% | +14.5% | -50.9% | -28.1% |
| 3Y | -74.4% | +67.9% | -142.3% | -57.6% |
| 5Y | -80.8% | +122.5% | -203.3% | -53.3% |
| 10Y | -99.1% | +573.3% | -672.4% | -92.7% |
| All | -100.0% | +1,893.7% | -1,993.7% | -99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling