+41.1%
AR vs AMP
+584.2%
-543.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | -1.3% | -2.0% | +0.7% | -0.1% |
| 30D | +3.5% | -1.7% | +5.2% | +4.4% |
| 3M | +9.9% | +23.2% | -13.3% | -3.7% |
| 6M | +4.5% | +22.2% | -17.6% | -8.6% |
| YTD | +13.7% | +14.0% | -0.3% | +2.6% |
| 1Y | +19.2% | +14.0% | +5.2% | +7.4% |
| 3Y | +46.2% | +67.0% | -20.8% | +1.9% |
| 5Y | +145.9% | +123.2% | +22.7% | +40.8% |
| All | +41.1% | +584.2% | -543.1% | -52.5% |
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