+400.7%
TGT vs AMP
+2,089.3%
-1,688.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.9% |
| 7D | -3.6% | 0.0% | -3.6% | -3.6% |
| 30D | +4.4% | -1.0% | +5.4% | +4.8% |
| 3M | +25.4% | +23.2% | +2.1% | +16.1% |
| 6M | +33.4% | +20.4% | +13.0% | +24.2% |
| YTD | +65.6% | +13.6% | +51.9% | +56.9% |
| 1Y | +80.3% | +13.4% | +66.9% | +70.8% |
| 3Y | +42.1% | +66.5% | -24.4% | +16.3% |
| 5Y | -25.0% | +120.2% | -145.2% | -44.8% |
| 10Y | +208.2% | +576.5% | -368.3% | +39.8% |
| All | +400.7% | +2,089.3% | -1,688.7% | +25.7% |
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 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