-25.8%
ACN vs AMP
+80.8%
-106.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | -0.4% |
| 7D | -3.8% | +3.9% | -7.8% | -5.8% |
| 30D | +16.5% | +5.1% | +11.4% | +13.3% |
| 3M | +41.5% | -8.7% | +50.1% | +47.9% |
| 6M | +60.1% | +11.4% | +48.6% | +51.0% |
| YTD | -3.9% | +7.3% | -11.3% | -8.2% |
| 1Y | +4.1% | +14.6% | -10.5% | -3.9% |
| 3Y | -15.9% | +61.2% | -77.1% | -38.3% |
| All | -25.8% | +80.8% | -106.6% | -51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling