+2.1%
QQQI vs AMP
+14.3%
-12.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.4% | -2.2% | -5.2% |
| 7D | -8.5% | +2.3% | -10.8% | -8.6% |
| 30D | -12.7% | +2.6% | -15.3% | -12.9% |
| 3M | -7.7% | -9.2% | +1.5% | -6.4% |
| 6M | -4.6% | +7.6% | -12.3% | -5.6% |
| YTD | +2.1% | +4.9% | -2.8% | +0.2% |
| 1Y | +2.1% | +12.4% | -10.3% | -1.9% |
| All | +2.1% | +14.3% | -12.2% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling