-17.0%
TEAM vs AMP
+64.9%
-81.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.3% |
| 7D | -4.7% | 0.0% | -4.7% | -4.6% |
| 30D | +17.0% | -1.0% | +18.0% | +17.7% |
| 3M | +85.9% | +23.2% | +62.7% | +64.1% |
| 6M | +116.7% | +20.4% | +96.2% | +92.8% |
| YTD | +9.6% | +13.6% | -4.0% | 0.0% |
| 1Y | -2.5% | +13.4% | -15.9% | -11.1% |
| All | -17.0% | +64.9% | -81.9% | -43.7% |
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