+23.6%
SYY vs AMP
+122.1%
-98.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.9% |
| 7D | +3.9% | -0.5% | +4.5% | +4.1% |
| 30D | -1.7% | -1.3% | -0.4% | -1.4% |
| 3M | +5.2% | +24.2% | -19.0% | -1.8% |
| 6M | -0.2% | +24.6% | -24.8% | -7.2% |
| YTD | +15.4% | +14.8% | +0.5% | +9.5% |
| 1Y | +5.6% | +12.8% | -7.2% | +0.6% |
| 3Y | +28.9% | +69.0% | -40.1% | +1.1% |
| All | +23.6% | +122.1% | -98.6% | -18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling