+266.9%
ACGL vs AMP
+574.4%
-307.5%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.1% |
| 7D | -2.9% | +2.6% | -5.5% | -4.1% |
| 30D | -2.8% | +0.8% | -3.7% | -3.3% |
| 3M | +6.8% | +24.3% | -17.5% | -4.3% |
| 6M | -1.5% | +20.6% | -22.1% | -10.7% |
| YTD | -0.2% | +14.6% | -14.9% | -8.1% |
| 1Y | +5.3% | +14.5% | -9.3% | -3.3% |
| 3Y | +30.3% | +67.9% | -37.7% | -4.5% |
| 5Y | +151.8% | +122.5% | +29.3% | +54.1% |
| 10Y | +266.9% | +573.3% | -306.4% | +36.9% |
| All | +266.9% | +574.4% | -307.5% | +36.9% |
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