+92.6%
HAS vs AMP
+459.2%
-366.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -1.9% | -1.3% |
| 7D | +1.4% | +3.9% | -2.6% | -0.4% |
| 30D | +26.3% | +5.1% | +21.2% | +23.4% |
| 3M | +25.6% | -8.7% | +34.3% | +30.7% |
| 6M | +30.3% | +11.4% | +18.8% | +23.2% |
| YTD | +50.4% | +7.3% | +43.0% | +43.3% |
| 1Y | +57.7% | +14.6% | +43.2% | +45.7% |
| 3Y | +213.4% | +61.2% | +152.1% | +141.5% |
| 5Y | +49.1% | +81.0% | -32.0% | +6.2% |
| All | +92.6% | +459.2% | -366.7% | -23.4% |
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