+60.0%
HAL vs AMP
+2,123.7%
-2,063.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.1% |
| 7D | +2.9% | +0.2% | +2.7% | +2.8% |
| 30D | +17.0% | -0.1% | +17.1% | +16.9% |
| 3M | -9.7% | +23.6% | -33.2% | -20.5% |
| 6M | +8.6% | +20.4% | -11.7% | -3.5% |
| YTD | +33.0% | +15.4% | +17.5% | +20.3% |
| 1Y | +68.3% | +11.0% | +57.4% | +55.4% |
| 3Y | +0.1% | +70.5% | -70.4% | -28.2% |
| 5Y | +102.6% | +121.4% | -18.8% | +24.2% |
| 10Y | +3.8% | +575.6% | -571.8% | -63.9% |
| All | +60.0% | +2,123.7% | -2,063.8% | -75.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling