+621.5%
XYZ vs AMP
+476.7%
+144.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | -2.2% | -1.1% | -1.1% | -1.4% |
| 30D | +11.6% | +4.4% | +7.2% | +8.3% |
| 3M | +8.4% | -7.3% | +15.7% | +14.8% |
| 6M | +17.2% | +12.9% | +4.3% | +6.2% |
| YTD | +31.7% | +7.5% | +24.2% | +23.1% |
| 1Y | +30.1% | +13.3% | +16.7% | +16.7% |
| 3Y | +66.4% | +60.8% | +5.6% | +14.7% |
| 5Y | -62.2% | +82.7% | -144.8% | -75.2% |
| 10Y | +621.5% | +468.7% | +152.9% | +118.9% |
| All | +621.5% | +476.7% | +144.9% | +118.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling