-21.0%
Z vs AMP
+62.2%
-83.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.3% | -5.8% | -5.7% |
| 7D | -6.5% | +3.3% | -9.8% | -7.8% |
| 30D | -0.1% | +4.2% | -4.3% | -1.9% |
| 3M | -14.1% | -6.4% | -7.7% | -10.9% |
| 6M | -30.1% | +12.4% | -42.5% | -33.6% |
| YTD | -57.5% | +7.4% | -65.0% | -58.9% |
| 1Y | -60.3% | +14.7% | -75.0% | -62.8% |
| 3Y | -21.0% | +60.8% | -81.8% | -48.0% |
| All | -21.0% | +62.2% | -83.2% | -48.0% |
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