+520.8%
TECH vs AMP
+2,123.7%
-1,602.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +28.5% |
| 6M | +25.6% | +20.4% | +5.2% | +19.0% |
| YTD | +23.7% | +15.4% | +8.3% | +18.5% |
| 1Y | +37.6% | +11.0% | +26.7% | +33.1% |
| 3Y | -6.6% | +70.5% | -77.1% | -19.4% |
| 5Y | -42.2% | +121.4% | -163.6% | -53.5% |
| 10Y | +187.6% | +575.6% | -388.0% | +70.0% |
| All | +520.8% | +2,123.7% | -1,602.9% | +138.3% |
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 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