+87.9%
TRGP vs AMP
+18.6%
+69.3%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.5% | -9.0% | -4.3% |
| 7D | -6.5% | +7.7% | -14.1% | -6.1% |
| 30D | -0.4% | +6.6% | -7.0% | -0.1% |
| 3M | +8.8% | -4.7% | +13.5% | +9.3% |
| 6M | +11.0% | +12.9% | -1.9% | +11.0% |
| YTD | +57.4% | +8.6% | +48.8% | +56.3% |
| 1Y | +87.9% | +18.2% | +69.6% | +78.3% |
| All | +87.9% | +18.6% | +69.3% | +78.3% |
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 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