+415.3%
ASX vs AMP
+75.0%
+340.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +8.0% | +7.3% |
| 7D | -19.9% | +2.2% | -22.1% | -20.7% |
| 30D | -30.9% | +2.2% | -33.1% | -31.7% |
| 3M | -15.1% | -10.4% | -4.7% | -10.3% |
| 6M | -6.5% | +5.8% | -12.3% | -10.8% |
| YTD | +98.4% | +3.3% | +95.2% | +89.2% |
| 1Y | +107.9% | +11.1% | +96.8% | +89.0% |
| 3Y | +325.3% | +56.0% | +269.2% | +193.4% |
| All | +415.3% | +75.0% | +340.3% | +214.3% |
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 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