+37.6%
TECH vs AMP
+11.4%
+26.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +0.7% | -0.1% | +0.8% | +0.7% |
| 3M | +36.3% | +23.6% | +12.8% | +28.0% |
| 6M | +25.6% | +20.4% | +5.2% | +18.7% |
| YTD | +23.7% | +15.4% | +8.3% | +19.3% |
| 1Y | +37.6% | +11.0% | +26.7% | +29.8% |
| All | +37.6% | +11.4% | +26.3% | +29.8% |
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