+710.8%
HAS vs AMP
+2,123.7%
-1,412.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | +2.3% | -0.1% | +2.3% | +2.3% |
| 3M | +10.4% | +23.6% | -13.2% | +2.3% |
| 6M | -3.2% | +20.4% | -23.6% | -9.6% |
| YTD | +15.4% | +15.4% | 0.0% | +8.9% |
| 1Y | +18.8% | +11.0% | +7.8% | +13.5% |
| 3Y | +43.9% | +70.5% | -26.5% | +17.4% |
| 5Y | +13.9% | +121.4% | -107.5% | -15.9% |
| 10Y | +56.4% | +575.6% | -519.2% | -22.8% |
| All | +710.8% | +2,123.7% | -1,412.9% | +147.5% |
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