+229.2%
TER vs AMP
+14.8%
+214.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.8% | +2.4% |
| 7D | +6.4% | -0.5% | +6.9% | +6.5% |
| 30D | -5.7% | -1.3% | -4.4% | -5.5% |
| 3M | -0.4% | +24.2% | -24.6% | -7.9% |
| 6M | +25.8% | +24.6% | +1.3% | +15.6% |
| YTD | +96.4% | +14.8% | +81.6% | +84.9% |
| 1Y | +229.2% | +12.8% | +216.4% | +213.7% |
| All | +229.2% | +14.8% | +214.5% | +213.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling