+98.3%
CRS vs AMP
+11.4%
+86.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | -0.2% | +0.2% | -0.5% | -0.3% |
| 30D | -16.6% | -0.1% | -16.5% | -16.6% |
| 3M | -3.5% | +23.6% | -27.0% | -7.8% |
| 6M | +15.4% | +20.4% | -4.9% | +10.1% |
| YTD | +51.2% | +15.4% | +35.8% | +43.0% |
| 1Y | +98.3% | +11.0% | +87.3% | +83.6% |
| All | +98.3% | +11.4% | +86.9% | +83.6% |
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