+176.1%
QLD vs AMP
+70.7%
+105.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +1.0% |
| 7D | +0.6% | +0.2% | +0.3% | +0.4% |
| 30D | -0.1% | -0.1% | 0.0% | -0.2% |
| 3M | -8.4% | +23.6% | -31.9% | -23.7% |
| 6M | +32.2% | +20.4% | +11.8% | +12.2% |
| YTD | +28.9% | +15.4% | +13.5% | +11.6% |
| 1Y | +43.8% | +11.0% | +32.9% | +28.9% |
| All | +176.1% | +70.7% | +105.3% | +65.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling