+149.1%
ARMK vs AMP
+122.1%
+27.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.8% |
| 7D | +1.7% | +2.6% | -0.9% | +0.3% |
| 30D | +3.1% | +0.8% | +2.3% | +2.6% |
| 3M | +9.2% | +24.3% | -15.0% | -2.9% |
| 6M | +43.7% | +20.6% | +23.1% | +29.4% |
| YTD | +57.4% | +14.6% | +42.7% | +44.3% |
| 1Y | +51.9% | +14.5% | +37.3% | +39.0% |
| 3Y | +125.4% | +67.9% | +57.5% | +59.6% |
| 5Y | +149.1% | +122.5% | +26.6% | +43.1% |
| All | +149.1% | +122.1% | +27.0% | +43.1% |
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