+2,926.4%
V vs AMP
+1,498.6%
+1,427.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | +2.0% | -0.1% | +2.0% | +2.0% |
| 3M | +17.4% | +23.6% | -6.2% | +7.9% |
| 6M | +17.5% | +20.4% | -2.9% | +9.0% |
| YTD | +7.6% | +15.4% | -7.8% | +1.0% |
| 1Y | +7.7% | +11.0% | -3.2% | +2.4% |
| 3Y | +54.7% | +70.5% | -15.8% | +22.6% |
| 5Y | +73.0% | +121.4% | -48.3% | +22.0% |
| 10Y | +390.9% | +575.6% | -184.7% | +111.3% |
| All | +2,926.4% | +1,498.6% | +1,427.9% | +786.3% |
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 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