+4,346.5%
ASX vs AMP
+1,970.1%
+2,376.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +0.8% | -1.1% | +1.9% | +1.6% |
| 30D | -20.4% | +4.4% | -24.8% | -21.8% |
| 3M | -2.1% | -7.3% | +5.2% | +0.6% |
| 6M | +8.2% | +12.9% | -4.7% | +2.1% |
| YTD | +137.3% | +7.5% | +129.8% | +126.8% |
| 1Y | +155.0% | +13.3% | +141.7% | +138.4% |
| 3Y | +397.9% | +60.8% | +337.1% | +300.0% |
| 5Y | +529.2% | +82.7% | +446.6% | +378.9% |
| 10Y | +1,007.5% | +468.7% | +538.8% | +403.3% |
| All | +4,346.5% | +1,970.1% | +2,376.4% | +908.8% |
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