+294.7%
C vs AMP
+570.9%
-276.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +1.4% |
| 7D | +2.6% | 0.0% | +2.6% | +2.6% |
| 30D | +1.9% | -1.0% | +2.9% | +2.6% |
| 3M | +2.8% | +23.2% | -20.4% | -12.2% |
| 6M | +30.6% | +20.4% | +10.2% | +13.1% |
| YTD | +19.9% | +13.6% | +6.2% | +8.0% |
| 1Y | +44.6% | +13.4% | +31.2% | +30.1% |
| 3Y | +272.1% | +66.5% | +205.6% | +150.8% |
| 5Y | +132.0% | +120.2% | +11.7% | +22.8% |
| 10Y | +294.7% | +576.5% | -281.8% | +0.4% |
| All | +294.7% | +570.9% | -276.2% | +0.4% |
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