+3,319.5%
V vs AMP
+1,387.8%
+1,931.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +0.8% | +3.3% | -2.5% | -0.5% |
| 30D | +9.9% | +4.2% | +5.7% | +8.1% |
| 3M | +17.5% | -6.4% | +23.9% | +20.4% |
| 6M | +33.5% | +12.4% | +21.0% | +27.1% |
| YTD | +21.6% | +7.4% | +14.1% | +17.1% |
| 1Y | +27.6% | +14.7% | +12.9% | +19.7% |
| 3Y | +76.4% | +60.8% | +15.6% | +43.0% |
| 5Y | +103.8% | +83.4% | +20.4% | +54.4% |
| 10Y | +455.5% | +473.5% | -18.1% | +155.4% |
| All | +3,319.5% | +1,387.8% | +1,931.7% | +928.0% |
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