+26.1%
DECK vs AMP
+121.7%
-95.6%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +2.1% |
| 7D | -2.2% | +0.2% | -2.4% | -2.4% |
| 30D | -13.6% | -0.1% | -13.5% | -13.6% |
| 3M | -21.2% | +23.6% | -44.8% | -31.2% |
| 6M | -21.1% | +20.4% | -41.4% | -30.3% |
| YTD | -17.2% | +15.4% | -32.7% | -25.4% |
| 1Y | -30.7% | +11.0% | -41.7% | -36.1% |
| 3Y | -3.4% | +70.5% | -73.8% | -33.0% |
| All | +26.1% | +121.7% | -95.6% | -26.8% |
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 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