+81.5%
AMP price history and return analytics
+57.0%
+24.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.5% |
| 7D | +3.9% | +2.4% | +1.6% | +1.1% |
| 30D | +5.1% | -1.5% | +6.6% | +6.9% |
| 3M | -8.7% | -4.1% | -4.6% | -4.2% |
| 6M | +11.4% | +0.6% | +10.9% | +9.7% |
| YTD | +7.3% | +11.0% | -3.7% | -7.0% |
| 1Y | +14.6% | +13.3% | +1.2% | -3.3% |
| 3Y | +61.2% | +73.4% | -12.2% | -22.4% |
| All | +81.5% | +57.0% | +24.5% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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