+41.6%
AA vs AMP
+459.2%
-417.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -2.9% | -2.7% |
| 7D | +0.5% | +3.9% | -3.4% | -2.4% |
| 30D | -0.6% | +5.1% | -5.7% | -4.7% |
| 3M | -19.7% | -8.7% | -11.0% | -14.4% |
| 6M | -41.6% | +11.4% | -53.0% | -47.5% |
| YTD | -24.6% | +7.3% | -32.0% | -31.4% |
| 1Y | +4.9% | +14.6% | -9.7% | -9.4% |
| 3Y | +66.8% | +61.2% | +5.6% | +9.1% |
| 5Y | -19.4% | +81.0% | -100.5% | -52.0% |
| All | +41.6% | +459.2% | -417.7% | -62.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling