+569.3%
AMP vs RBA
+206.5%
+362.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.8% | -3.1% | -0.8% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -1.3% | -2.9% | +1.6% | -0.3% |
| 3M | +24.2% | -20.9% | +45.1% | +34.8% |
| 6M | +24.6% | -17.7% | +42.2% | +32.5% |
| YTD | +14.8% | -18.2% | +33.0% | +22.0% |
| 1Y | +12.8% | -29.1% | +41.9% | +27.2% |
| 3Y | +69.0% | +29.5% | +39.4% | +44.7% |
| 5Y | +124.9% | +40.2% | +84.6% | +78.2% |
| All | +569.3% | +206.5% | +362.8% | +210.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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