+50.3%
XLE vs AMP
+13.8%
+36.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | +0.5% | -2.0% | +2.5% | +0.6% |
| 30D | +6.6% | -1.7% | +8.2% | +6.7% |
| 3M | +12.3% | +23.2% | -10.9% | +9.9% |
| 6M | +18.4% | +22.2% | -3.8% | +16.3% |
| YTD | +47.2% | +14.0% | +33.2% | +45.5% |
| 1Y | +50.3% | +14.0% | +36.3% | +48.5% |
| All | +50.3% | +13.8% | +36.5% | +48.5% |
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