+2,149.1%
AMP vs HRB
+289.5%
+1,859.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.8% | -0.1% |
| 7D | 0.0% | -10.6% | +10.6% | +5.1% |
| 30D | -1.0% | -0.8% | -0.2% | -1.8% |
| 3M | +23.2% | +19.1% | +4.2% | +11.3% |
| 6M | +20.4% | +48.7% | -28.3% | -5.1% |
| YTD | +13.6% | +7.1% | +6.5% | +4.2% |
| 1Y | +13.4% | -8.3% | +21.7% | +11.5% |
| 3Y | +66.5% | +25.8% | +40.7% | +33.7% |
| 5Y | +120.2% | +111.1% | +9.1% | +28.3% |
| 10Y | +576.5% | +206.6% | +369.9% | +181.5% |
| All | +2,149.1% | +289.5% | +1,859.6% | +552.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling