+361.5%
ALL vs AMP
+589.3%
-227.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.5% |
| 7D | -2.3% | -0.5% | -1.7% | -2.0% |
| 30D | -0.4% | -1.3% | +0.9% | +0.1% |
| 3M | +16.0% | +24.2% | -8.2% | +6.1% |
| 6M | +24.6% | +24.6% | 0.0% | +13.5% |
| YTD | +23.7% | +14.8% | +8.8% | +15.7% |
| 1Y | +27.7% | +12.8% | +14.9% | +20.1% |
| 3Y | +150.2% | +69.0% | +81.3% | +95.2% |
| 5Y | +117.1% | +124.9% | -7.8% | +46.8% |
| All | +361.5% | +589.3% | -227.7% | +107.2% |
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