+251.7%
CB vs AMP
+459.2%
-207.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.6% |
| 7D | +2.9% | +3.9% | -1.0% | +1.2% |
| 30D | +7.3% | +5.1% | +2.2% | +5.0% |
| 3M | +9.4% | -8.7% | +18.1% | +13.3% |
| 6M | +19.6% | +11.4% | +8.2% | +13.6% |
| YTD | +21.5% | +7.3% | +14.2% | +16.1% |
| 1Y | +28.0% | +14.6% | +13.4% | +18.7% |
| 3Y | +74.9% | +61.2% | +13.6% | +34.8% |
| 5Y | +108.1% | +81.0% | +27.1% | +47.6% |
| All | +251.7% | +459.2% | -207.6% | +50.8% |
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