+5.6%
CNC vs AMP
+122.1%
-116.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.8% | +1.4% |
| 7D | -0.9% | -0.5% | -0.4% | -0.8% |
| 30D | -1.0% | -1.3% | +0.4% | -0.7% |
| 3M | +4.5% | +24.2% | -19.7% | -0.5% |
| 6M | +85.2% | +24.6% | +60.7% | +76.0% |
| YTD | +61.4% | +14.8% | +46.6% | +55.5% |
| 1Y | +94.9% | +12.8% | +82.1% | +88.4% |
| 3Y | 0.0% | +69.0% | -69.0% | -16.2% |
| All | +5.6% | +122.1% | -116.5% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling