+24.3%
W vs AMP
+18.6%
+5.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.5% | +6.5% | +8.7% |
| 7D | +8.4% | +7.7% | +0.7% | +4.7% |
| 30D | +16.5% | +6.6% | +10.0% | +12.9% |
| 3M | +6.4% | -4.7% | +11.2% | +8.5% |
| 6M | +90.5% | +12.9% | +77.6% | +79.4% |
| YTD | +23.1% | +8.6% | +14.4% | +15.8% |
| 1Y | +24.3% | +18.2% | +6.0% | +11.1% |
| All | +24.3% | +18.6% | +5.7% | +11.1% |
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