-4.5%
TT vs AMP
+18.6%
-23.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.5% | -6.1% | -2.4% |
| 7D | -8.5% | +7.7% | -16.1% | -9.6% |
| 30D | -12.8% | +6.6% | -19.4% | -13.8% |
| 3M | -12.9% | -4.7% | -8.1% | -12.0% |
| 6M | -15.2% | +12.9% | -28.1% | -17.3% |
| YTD | +6.2% | +8.6% | -2.4% | +3.3% |
| 1Y | -4.5% | +18.2% | -22.8% | -9.6% |
| All | -4.5% | +18.6% | -23.1% | -9.6% |
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