+125.4%
ARMK vs AMP
+70.1%
+55.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.7% |
| 7D | +1.7% | +2.6% | -0.9% | +0.6% |
| 30D | +3.1% | +0.8% | +2.3% | +2.7% |
| 3M | +9.2% | +24.3% | -15.0% | -0.6% |
| 6M | +43.7% | +20.6% | +23.1% | +32.1% |
| YTD | +57.4% | +14.6% | +42.7% | +46.6% |
| 1Y | +51.9% | +14.5% | +37.3% | +41.3% |
| 3Y | +125.4% | +67.9% | +57.5% | +69.5% |
| All | +125.4% | +70.1% | +55.3% | +69.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling