-64.9%
CSGP vs AMP
+15.6%
-80.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.1% |
| 7D | -4.1% | +0.2% | -4.3% | -4.2% |
| 30D | +2.3% | -0.1% | +2.4% | +2.4% |
| 3M | -8.2% | +23.6% | -31.7% | -14.0% |
| 6M | -35.1% | +20.4% | -55.4% | -38.8% |
| YTD | -54.0% | +15.4% | -69.5% | -56.2% |
| All | -64.9% | +15.6% | -80.5% | -66.8% |
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 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