+1,328.4%
WDC vs AMP
+65.4%
+1,263.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.7% | -4.6% |
| 7D | +4.4% | -2.0% | +6.5% | +5.5% |
| 30D | +5.3% | -1.7% | +7.0% | +6.0% |
| 3M | -5.9% | +23.2% | -29.1% | -17.1% |
| 6M | +73.2% | +22.2% | +51.1% | +52.6% |
| YTD | +167.8% | +14.0% | +153.9% | +145.6% |
| 1Y | +386.0% | +14.0% | +372.0% | +343.5% |
| All | +1,328.4% | +65.4% | +1,263.0% | +986.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling