+130.3%
ARMK vs AMP
+452.8%
-322.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.4% | +0.9% |
| 7D | +7.1% | +1.2% | +6.0% | +6.4% |
| 30D | -1.6% | +4.4% | -6.1% | -4.3% |
| 3M | -10.5% | -8.8% | -1.7% | -6.4% |
| 6M | +11.8% | +9.9% | +1.8% | +4.8% |
| YTD | +47.3% | +6.1% | +41.2% | +39.4% |
| 1Y | +41.5% | +10.6% | +30.9% | +30.7% |
| 3Y | +95.3% | +58.8% | +36.5% | +42.7% |
| 5Y | +108.1% | +79.0% | +29.2% | +38.8% |
| All | +130.3% | +452.8% | -322.5% | -10.5% |
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