-14.9%
HAL vs AMP
+459.2%
-474.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.2% | +2.0% | +2.3% |
| 7D | +6.1% | +3.9% | +2.2% | +3.1% |
| 30D | +2.9% | +5.1% | -2.2% | -1.4% |
| 3M | +3.3% | -8.7% | +12.0% | +9.3% |
| 6M | -16.9% | +11.4% | -28.3% | -24.9% |
| YTD | +21.2% | +7.3% | +13.9% | +10.9% |
| 1Y | +27.5% | +14.6% | +13.0% | +11.0% |
| 3Y | -6.4% | +61.2% | -67.7% | -38.8% |
| 5Y | +58.0% | +81.0% | -23.0% | -8.8% |
| All | -14.9% | +459.2% | -474.1% | -76.4% |
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