-52.3%
TEAM vs AMP
+122.1%
-174.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.5% |
| 7D | -5.2% | -0.5% | -4.7% | -4.8% |
| 30D | +15.8% | -1.3% | +17.1% | +16.8% |
| 3M | +101.5% | +24.2% | +77.3% | +72.3% |
| 6M | +138.2% | +24.6% | +113.6% | +101.6% |
| YTD | +10.8% | +14.8% | -4.0% | -1.5% |
| 1Y | +1.7% | +12.8% | -11.1% | -8.6% |
| 3Y | -16.0% | +69.0% | -85.0% | -47.2% |
| All | -52.3% | +122.1% | -174.4% | -76.1% |
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