+123.9%
SBUX vs AMP
+589.3%
-465.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.8% |
| 7D | -5.5% | -0.5% | -5.0% | -5.3% |
| 30D | -8.5% | -1.3% | -7.1% | -8.0% |
| 3M | -2.9% | +24.2% | -27.1% | -12.0% |
| 6M | -1.5% | +24.6% | -26.1% | -11.1% |
| YTD | +19.4% | +14.8% | +4.6% | +11.2% |
| 1Y | +22.9% | +12.8% | +10.2% | +15.2% |
| 3Y | +11.3% | +69.0% | -57.7% | -14.0% |
| 5Y | -6.9% | +124.9% | -131.7% | -37.7% |
| All | +123.9% | +589.3% | -465.4% | -0.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling