+39.2%
S vs AMP
+18.6%
+20.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.5% | -2.8% | +0.2% |
| 7D | -8.2% | +7.7% | -15.9% | -10.4% |
| 30D | -7.6% | +6.6% | -14.2% | -9.5% |
| 3M | +12.0% | -4.7% | +16.7% | +14.2% |
| 6M | +50.6% | +12.9% | +37.7% | +44.2% |
| YTD | +56.6% | +8.6% | +48.0% | +47.2% |
| 1Y | +39.2% | +18.2% | +21.0% | +20.2% |
| All | +39.2% | +18.6% | +20.7% | +20.2% |
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 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