-65.4%
TEAM vs AMP
+80.8%
-146.3%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -2.3% |
| 7D | -2.4% | +3.9% | -6.3% | -5.1% |
| 30D | -26.7% | +5.1% | -31.8% | -29.5% |
| 3M | -9.6% | -8.7% | -1.0% | -4.0% |
| 6M | +86.0% | +11.4% | +74.6% | +70.5% |
| YTD | -7.5% | +7.3% | -14.8% | -14.4% |
| 1Y | -1.4% | +14.6% | -15.9% | -13.5% |
| 3Y | -14.3% | +61.2% | -75.5% | -45.9% |
| All | -65.4% | +80.8% | -146.3% | -82.1% |
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