+38.9%
S vs AMP
+59.7%
-20.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.3% | -5.0% | -5.6% |
| 7D | +4.1% | +1.2% | +2.9% | +3.5% |
| 30D | -7.2% | +4.4% | -11.6% | -9.4% |
| 3M | 0.0% | -8.8% | +8.8% | +5.1% |
| 6M | +41.6% | +9.9% | +31.7% | +33.5% |
| YTD | +48.6% | +6.1% | +42.5% | +41.1% |
| 1Y | +30.0% | +10.6% | +19.5% | +20.1% |
| All | +38.9% | +59.7% | -20.8% | -2.2% |
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 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