+183.7%
TECH vs AMP
+589.3%
-405.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.2% |
| 7D | -0.4% | -0.5% | +0.1% | -0.2% |
| 30D | 0.0% | -1.3% | +1.3% | +0.4% |
| 3M | +33.7% | +24.2% | +9.5% | +23.0% |
| 6M | +34.9% | +24.6% | +10.3% | +23.8% |
| YTD | +23.2% | +14.8% | +8.3% | +16.4% |
| 1Y | +36.3% | +12.8% | +23.5% | +29.4% |
| 3Y | +2.3% | +69.0% | -66.7% | -16.3% |
| 5Y | -42.9% | +124.9% | -167.8% | -57.8% |
| All | +183.7% | +589.3% | -405.6% | +45.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling