+65.2%
HAS vs AMP
+18.6%
+46.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.5% | -1.4% | +2.0% |
| 7D | +2.4% | +7.7% | -5.2% | +0.6% |
| 30D | +31.6% | +6.6% | +25.0% | +29.5% |
| 3M | +33.9% | -4.7% | +38.6% | +34.6% |
| 6M | +31.4% | +12.9% | +18.5% | +28.8% |
| YTD | +51.6% | +8.6% | +43.0% | +42.4% |
| 1Y | +65.2% | +18.2% | +46.9% | +49.9% |
| All | +65.2% | +18.6% | +46.6% | +49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling