+524.0%
TECH vs AMP
+1,967.6%
-1,443.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.2% | -0.4% |
| 7D | 0.0% | +3.9% | -3.9% | -1.0% |
| 30D | +0.4% | +5.1% | -4.7% | -1.0% |
| 3M | +1.0% | -8.7% | +9.7% | +3.1% |
| 6M | +62.7% | +11.4% | +51.2% | +57.1% |
| YTD | +24.3% | +7.3% | +17.0% | +21.2% |
| 1Y | +20.5% | +14.6% | +6.0% | +15.4% |
| 3Y | +29.3% | +61.2% | -31.9% | +13.0% |
| 5Y | -41.0% | +81.0% | -122.0% | -50.2% |
| 10Y | +189.2% | +468.0% | -278.8% | +78.0% |
| All | +524.0% | +1,967.6% | -1,443.6% | +143.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling