+366.0%
WDC vs AMP
+14.8%
+351.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.0% |
| 7D | -4.3% | -0.5% | -3.8% | -4.3% |
| 30D | -1.5% | -1.3% | -0.2% | -1.3% |
| 3M | -15.5% | +24.2% | -39.7% | -19.4% |
| 6M | +66.5% | +24.6% | +41.9% | +58.2% |
| YTD | +159.9% | +14.8% | +145.0% | +159.2% |
| 1Y | +366.0% | +12.8% | +353.2% | +346.4% |
| All | +366.0% | +14.8% | +351.2% | +346.4% |
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