-39.6%
ZBRA vs AMP
+122.1%
-161.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.3% |
| 7D | -3.4% | -0.5% | -2.9% | -3.0% |
| 30D | -7.4% | -1.3% | -6.1% | -6.5% |
| 3M | +57.5% | +24.2% | +33.3% | +33.1% |
| 6M | +64.0% | +24.6% | +39.4% | +37.6% |
| YTD | +44.3% | +14.8% | +29.5% | +28.2% |
| 1Y | +10.9% | +12.8% | -1.9% | -0.3% |
| 3Y | +37.5% | +69.0% | -31.4% | -10.1% |
| All | -39.6% | +122.1% | -161.7% | -68.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling