+524.3%
TECH vs AMP
+1,943.9%
-1,419.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.3% | +0.4% |
| 7D | +0.2% | +1.2% | -0.9% | -0.1% |
| 30D | +0.5% | +4.4% | -3.9% | -0.8% |
| 3M | +1.0% | -8.8% | +9.8% | +3.2% |
| 6M | +54.1% | +9.9% | +44.1% | +49.3% |
| YTD | +24.4% | +6.1% | +18.3% | +21.6% |
| 1Y | +19.3% | +10.6% | +8.7% | +15.3% |
| 3Y | +28.5% | +58.8% | -30.3% | +12.7% |
| 5Y | -41.0% | +79.0% | -119.9% | -50.0% |
| 10Y | +189.3% | +461.5% | -272.2% | +78.7% |
| All | +524.3% | +1,943.9% | -1,419.6% | +144.4% |
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