+302.2%
ARMK vs AMP
+585.9%
-283.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.5% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | 0.0% | -0.1% | +0.1% | 0.0% |
| 3M | +6.7% | +23.6% | -16.9% | -4.8% |
| 6M | +38.8% | +20.4% | +18.5% | +25.2% |
| YTD | +55.2% | +15.4% | +39.7% | +42.0% |
| 1Y | +46.6% | +11.0% | +35.7% | +36.6% |
| 3Y | +112.9% | +70.5% | +42.4% | +55.0% |
| 5Y | +144.0% | +121.4% | +22.6% | +52.1% |
| 10Y | +132.4% | +575.6% | -443.2% | -13.1% |
| All | +302.2% | +585.9% | -283.7% | +46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling