+30.7%
AMCR vs AMP
+18.6%
+12.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.5% | -1.2% | +2.1% |
| 7D | +6.2% | +7.7% | -1.5% | +4.1% |
| 30D | +16.0% | +6.6% | +9.5% | +14.0% |
| 3M | +4.4% | -4.7% | +9.1% | +5.2% |
| 6M | +35.5% | +12.9% | +22.6% | +31.8% |
| YTD | +21.5% | +8.6% | +12.9% | +18.0% |
| 1Y | +30.7% | +18.2% | +12.5% | +25.8% |
| All | +30.7% | +18.6% | +12.2% | +25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling