+37.0%
CHYM vs AMP
+11.4%
+25.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +1.1% |
| 7D | +1.7% | +0.2% | +1.5% | +1.5% |
| 30D | +30.2% | -0.1% | +30.3% | +30.5% |
| 3M | +85.9% | +23.6% | +62.3% | +50.9% |
| 6M | +49.9% | +20.4% | +29.6% | +25.5% |
| YTD | +34.1% | +15.4% | +18.7% | +14.0% |
| 1Y | +37.0% | +11.0% | +26.1% | +19.0% |
| All | +37.0% | +11.4% | +25.6% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling