+143.7%
AR vs AMP
+120.7%
+23.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.6% |
| 7D | -1.2% | 0.0% | -1.2% | -1.2% |
| 30D | +5.5% | -1.0% | +6.5% | +6.0% |
| 3M | +12.9% | +23.2% | -10.4% | -0.7% |
| 6M | +0.1% | +20.4% | -20.3% | -11.2% |
| YTD | +13.5% | +13.6% | -0.1% | +3.0% |
| 1Y | +21.6% | +13.4% | +8.2% | +10.4% |
| 3Y | +46.0% | +66.5% | -20.5% | -0.2% |
| 5Y | +143.7% | +120.2% | +23.5% | +28.1% |
| All | +143.7% | +120.7% | +23.1% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling