+569.3%
AMP vs HRB
+209.1%
+360.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | -0.5% | -8.0% | +7.5% | +2.4% |
| 30D | -1.3% | -16.0% | +14.6% | +4.7% |
| 3M | +24.2% | +26.9% | -2.7% | +12.2% |
| 6M | +24.6% | +51.1% | -26.6% | +3.0% |
| YTD | +14.8% | +7.1% | +7.8% | +8.3% |
| 1Y | +12.8% | -9.6% | +22.4% | +13.5% |
| 3Y | +69.0% | +25.4% | +43.6% | +42.5% |
| 5Y | +124.9% | +114.9% | +9.9% | +43.2% |
| All | +569.3% | +209.1% | +360.2% | +237.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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