+992.0%
ASX vs AMP
+570.9%
+421.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.9% |
| 7D | +11.1% | 0.0% | +11.1% | +11.1% |
| 30D | +9.6% | -1.0% | +10.6% | +9.9% |
| 3M | +18.6% | +23.2% | -4.6% | +7.4% |
| 6M | +92.1% | +20.4% | +71.7% | +75.3% |
| YTD | +158.5% | +13.6% | +144.8% | +140.1% |
| 1Y | +271.9% | +13.4% | +258.5% | +244.3% |
| 3Y | +465.2% | +66.5% | +398.7% | +334.4% |
| 5Y | +479.4% | +120.2% | +359.2% | +291.9% |
| 10Y | +992.0% | +576.5% | +415.5% | +431.3% |
| All | +992.0% | +570.9% | +421.1% | +431.3% |
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