+2.2%
TECH vs AMP
+65.4%
-63.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | -0.5% | -2.0% | +1.5% | +0.4% |
| 30D | 0.0% | -1.7% | +1.7% | +0.7% |
| 3M | +37.4% | +23.2% | +14.2% | +23.6% |
| 6M | +36.9% | +22.2% | +14.7% | +23.2% |
| YTD | +23.1% | +14.0% | +9.1% | +14.6% |
| 1Y | +42.2% | +14.0% | +28.2% | +32.1% |
| All | +2.2% | +65.4% | -63.2% | -33.3% |
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