+111.9%
HAL vs AMP
+120.7%
-8.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.4% |
| 7D | -1.3% | 0.0% | -1.3% | -1.4% |
| 30D | +10.9% | -1.0% | +11.9% | +11.3% |
| 3M | -5.8% | +23.2% | -29.1% | -17.9% |
| 6M | +8.1% | +20.4% | -12.3% | -4.8% |
| YTD | +33.2% | +13.6% | +19.6% | +20.7% |
| 1Y | +74.2% | +13.4% | +60.8% | +57.9% |
| 3Y | -3.7% | +66.5% | -70.2% | -33.5% |
| 5Y | +111.9% | +120.2% | -8.3% | +16.2% |
| All | +111.9% | +120.7% | -8.8% | +16.2% |
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 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