+226.1%
ACWI vs AMP
+574.4%
-348.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.2% |
| 7D | +1.1% | +2.6% | -1.5% | +0.1% |
| 30D | -0.2% | +0.8% | -1.0% | -0.6% |
| 3M | +4.7% | +24.3% | -19.6% | -4.0% |
| 6M | +14.5% | +20.6% | -6.1% | +6.0% |
| YTD | +14.6% | +14.6% | 0.0% | +7.7% |
| 1Y | +21.4% | +14.5% | +6.9% | +13.9% |
| 3Y | +77.6% | +67.9% | +9.7% | +41.2% |
| 5Y | +68.1% | +122.5% | -54.4% | +17.8% |
| 10Y | +226.1% | +573.3% | -347.2% | +56.9% |
| All | +226.1% | +574.4% | -348.2% | +56.9% |
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