+54.2%
AR vs AMP
+452.8%
-398.6%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +2.1% |
| 7D | +6.4% | +1.2% | +5.2% | +5.6% |
| 30D | +3.1% | +4.4% | -1.3% | -0.2% |
| 3M | +3.3% | -8.8% | +12.1% | +8.2% |
| 6M | +6.6% | +9.9% | -3.4% | -1.2% |
| YTD | +12.3% | +6.1% | +6.2% | +4.7% |
| 1Y | +12.3% | +10.6% | +1.8% | +1.9% |
| 3Y | +50.4% | +58.8% | -8.4% | +6.1% |
| 5Y | +101.0% | +79.0% | +22.0% | +28.5% |
| All | +54.2% | +452.8% | -398.6% | -53.4% |
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