+21.6%
ACI vs AMP
+314.1%
-292.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.1% |
| 7D | -3.7% | -0.5% | -3.2% | -3.7% |
| 30D | +0.6% | -1.3% | +1.9% | +0.8% |
| 3M | -20.3% | +24.2% | -44.5% | -22.9% |
| 6M | -24.7% | +24.6% | -49.2% | -27.2% |
| YTD | -27.2% | +14.8% | -42.0% | -28.8% |
| 1Y | -32.7% | +12.8% | -45.5% | -34.1% |
| 3Y | -43.9% | +69.0% | -112.9% | -49.2% |
| 5Y | -38.9% | +124.9% | -163.7% | -48.2% |
| All | +21.6% | +314.1% | -292.5% | +2.7% |
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