+113.2%
WDC vs AMP
+18.6%
+94.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.5% | -11.2% | -7.0% |
| 7D | -18.3% | +7.7% | -26.0% | -18.7% |
| 30D | -26.7% | +6.6% | -33.2% | -27.0% |
| 3M | -40.9% | -4.7% | -36.2% | -40.4% |
| 6M | -26.8% | +12.9% | -39.7% | -29.5% |
| YTD | +88.2% | +8.6% | +79.6% | +85.6% |
| 1Y | +113.2% | +18.2% | +95.0% | +104.9% |
| All | +113.2% | +18.6% | +94.6% | +104.9% |
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