+317.7%
SOXL vs AMP
+14.8%
+303.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.7% | +4.5% | +4.9% |
| 7D | +3.9% | -0.5% | +4.4% | +4.1% |
| 30D | -14.3% | -1.3% | -13.0% | -13.9% |
| 3M | -45.6% | +24.2% | -69.8% | -54.3% |
| 6M | +117.2% | +24.6% | +92.6% | +80.9% |
| YTD | +189.8% | +14.8% | +175.0% | +148.7% |
| 1Y | +317.7% | +12.8% | +305.0% | +256.9% |
| All | +317.7% | +14.8% | +303.0% | +256.9% |
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