-76.2%
AMPL price history and return analytics
+71.5%
-147.8%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | -9.0% | +0.4% | -9.4% | -9.7% |
| 30D | +30.1% | +1.0% | +29.1% | +27.9% |
| 3M | +68.0% | +2.4% | +65.6% | +59.4% |
| 6M | +68.7% | +12.0% | +56.6% | +34.1% |
| YTD | +12.4% | +15.3% | -2.9% | -15.7% |
| 1Y | +19.6% | +22.6% | -3.0% | -20.8% |
| 3Y | +7.6% | +74.7% | -67.1% | -64.9% |
| All | -76.2% | +71.5% | -147.8% | -88.5% |
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