+409.3%
EQNR vs AMP
+589.3%
-180.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.0% |
| 7D | +6.4% | -0.5% | +7.0% | +6.6% |
| 30D | +10.4% | -1.3% | +11.7% | +10.7% |
| 3M | +23.1% | +24.2% | -1.1% | +11.6% |
| 6M | +36.3% | +24.6% | +11.7% | +22.7% |
| YTD | +96.0% | +14.8% | +81.1% | +81.6% |
| 1Y | +94.2% | +12.8% | +81.4% | +80.8% |
| 3Y | +75.3% | +69.0% | +6.3% | +30.3% |
| 5Y | +187.2% | +124.9% | +62.4% | +78.1% |
| All | +409.3% | +589.3% | -180.0% | +104.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling