+149.8%
QQQM vs AMP
+255.6%
-105.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | -1.3% | -2.0% | +0.8% | -0.4% |
| 30D | -1.4% | -1.7% | +0.3% | -0.7% |
| 3M | +2.2% | +23.2% | -21.0% | -7.4% |
| 6M | +16.9% | +22.2% | -5.3% | +6.0% |
| YTD | +15.7% | +14.0% | +1.7% | +7.6% |
| 1Y | +22.7% | +14.0% | +8.7% | +13.8% |
| 3Y | +93.9% | +67.0% | +26.9% | +47.3% |
| 5Y | +94.6% | +123.2% | -28.7% | +28.8% |
| All | +149.8% | +255.6% | -105.7% | +52.8% |
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 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