+4,310.1%
ASX vs AMP
+2,123.7%
+2,186.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -0.7% | +0.2% | -0.9% | -0.8% |
| 30D | +2.0% | -0.1% | +2.1% | +1.9% |
| 3M | -1.3% | +23.6% | -24.9% | -9.9% |
| 6M | +71.4% | +20.4% | +51.1% | +58.0% |
| YTD | +135.3% | +15.4% | +119.9% | +119.0% |
| 1Y | +267.5% | +11.0% | +256.5% | +246.0% |
| 3Y | +388.5% | +70.5% | +318.0% | +284.0% |
| 5Y | +417.1% | +121.4% | +295.7% | +265.3% |
| 10Y | +872.7% | +575.6% | +297.2% | +310.7% |
| All | +4,310.1% | +2,123.7% | +2,186.3% | +874.1% |
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 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