+1,675.4%
AMP price history and return analytics
+356.5%
+1,318.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.6% |
| 7D | +3.9% | +2.4% | +1.6% | +0.4% |
| 30D | +5.1% | -1.5% | +6.6% | +7.3% |
| 3M | -8.7% | -4.1% | -4.6% | -3.1% |
| 6M | +11.4% | +0.6% | +10.9% | +9.0% |
| YTD | +7.3% | +11.0% | -3.7% | -10.2% |
| 1Y | +14.6% | +13.3% | +1.2% | -7.1% |
| 3Y | +61.2% | +73.4% | -12.2% | -32.5% |
| 5Y | +81.0% | +57.4% | +23.6% | -10.9% |
| 10Y | +468.0% | +221.7% | +246.3% | +3.9% |
| All | +1,675.4% | +356.5% | +1,318.9% | +120.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling