+3.2%
HAL vs AMP
+584.2%
-581.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.2% | -3.1% |
| 7D | -3.3% | -2.0% | -1.2% | -1.8% |
| 30D | +7.2% | -1.7% | +8.9% | +8.2% |
| 3M | -8.8% | +23.2% | -32.0% | -22.5% |
| 6M | +3.0% | +22.2% | -19.2% | -12.6% |
| YTD | +29.4% | +14.0% | +15.4% | +14.5% |
| 1Y | +62.8% | +14.0% | +48.8% | +43.7% |
| 3Y | -6.4% | +67.0% | -73.4% | -39.4% |
| 5Y | +103.6% | +123.2% | -19.6% | +2.5% |
| All | +3.2% | +584.2% | -581.0% | -71.4% |
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