+60.9%
HAS vs AMP
+14.4%
+46.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | +3.3% | +3.3% | -0.1% | +2.4% |
| 30D | +30.5% | +4.2% | +26.3% | +29.1% |
| 3M | +29.9% | -6.4% | +36.3% | +31.1% |
| 6M | +26.5% | +12.4% | +14.1% | +24.2% |
| YTD | +51.9% | +7.4% | +44.5% | +43.0% |
| 1Y | +60.9% | +14.7% | +46.2% | +47.5% |
| All | +60.9% | +14.4% | +46.5% | +47.5% |
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 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