+41.8%
TGT vs AMP
+66.7%
-24.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.2% |
| 7D | -5.2% | -0.5% | -4.7% | -5.0% |
| 30D | +1.2% | -1.3% | +2.5% | +1.7% |
| 3M | +18.4% | +24.2% | -5.8% | +8.9% |
| 6M | +33.4% | +24.6% | +8.9% | +22.3% |
| YTD | +63.8% | +14.8% | +49.0% | +54.5% |
| 1Y | +77.2% | +12.8% | +64.4% | +68.1% |
| 3Y | +41.8% | +69.0% | -27.2% | +6.9% |
| All | +41.8% | +66.7% | -24.9% | +6.9% |
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