+603.0%
EAT vs AMP
+65.4%
+537.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -6.2% | -2.0% | -4.2% | -5.1% |
| 30D | -3.0% | -1.7% | -1.3% | -2.2% |
| 3M | +45.6% | +23.2% | +22.4% | +29.0% |
| 6M | +53.5% | +22.2% | +31.4% | +36.0% |
| YTD | +49.6% | +14.0% | +35.6% | +37.4% |
| 1Y | +38.9% | +14.0% | +24.9% | +27.4% |
| All | +603.0% | +65.4% | +537.5% | +431.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling