+134.9%
AS vs AMP
+34.2%
+100.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.3% |
| 7D | +6.9% | +2.2% | +4.8% | +5.7% |
| 30D | +16.0% | +2.2% | +13.8% | +14.5% |
| 3M | -12.8% | -10.4% | -2.4% | -7.7% |
| 6M | -15.4% | +5.8% | -21.2% | -19.0% |
| YTD | -15.7% | +3.3% | -19.0% | -19.3% |
| 1Y | +6.1% | +11.1% | -5.0% | -3.6% |
| All | +134.9% | +34.2% | +100.6% | +59.2% |
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