+207.2%
C vs AMP
+452.8%
-245.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.1% | +0.8% |
| 7D | +4.7% | +1.2% | +3.6% | +3.8% |
| 30D | +0.2% | +4.4% | -4.3% | -3.2% |
| 3M | -9.3% | -8.8% | -0.5% | -3.3% |
| 6M | -0.8% | +9.9% | -10.8% | -8.4% |
| YTD | +8.5% | +6.1% | +2.4% | +2.2% |
| 1Y | +23.1% | +10.6% | +12.5% | +12.4% |
| 3Y | +220.8% | +58.8% | +162.0% | +121.3% |
| 5Y | +112.4% | +79.0% | +33.4% | +29.5% |
| All | +207.2% | +452.8% | -245.6% | -20.8% |
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 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