+35.8%
XYZ vs AMP
+12.5%
+23.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.7% | +2.1% |
| 7D | -1.1% | +3.9% | -5.0% | -3.4% |
| 30D | +11.5% | +5.1% | +6.4% | +8.6% |
| 3M | +1.8% | -8.7% | +10.5% | +7.0% |
| 6M | +21.2% | +11.4% | +9.8% | +14.9% |
| YTD | +29.9% | +7.3% | +22.6% | +22.8% |
| 1Y | +35.8% | +14.6% | +21.2% | +21.7% |
| All | +35.8% | +12.5% | +23.3% | +21.7% |
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