-24.3%
WY vs AMP
+66.7%
-91.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.1% |
| 7D | -4.2% | -0.5% | -3.6% | -4.0% |
| 30D | -10.1% | -1.3% | -8.8% | -9.8% |
| 3M | -8.5% | +24.2% | -32.7% | -14.7% |
| 6M | -3.3% | +24.6% | -27.9% | -10.3% |
| YTD | -4.4% | +14.8% | -19.2% | -9.3% |
| 1Y | -11.5% | +12.8% | -24.3% | -15.6% |
| 3Y | -24.3% | +69.0% | -93.3% | -46.2% |
| All | -24.3% | +66.7% | -91.0% | -46.2% |
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