+117.0%
AA vs AMP
+589.3%
-472.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.7% |
| 7D | -3.4% | -0.5% | -2.9% | -3.1% |
| 30D | -5.8% | -1.3% | -4.5% | -5.1% |
| 3M | -29.9% | +24.2% | -54.1% | -41.5% |
| 6M | -27.0% | +24.6% | -51.6% | -39.8% |
| YTD | -8.7% | +14.8% | -23.5% | -20.6% |
| 1Y | +50.6% | +12.8% | +37.9% | +33.1% |
| 3Y | +74.1% | +69.0% | +5.1% | +11.4% |
| 5Y | +2.6% | +124.9% | -122.3% | -47.5% |
| All | +117.0% | +589.3% | -472.3% | -45.3% |
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