+959.6%
HAS vs AMP
+1,956.1%
-996.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.7% | +0.5% |
| 7D | +2.2% | +2.8% | -0.6% | +1.2% |
| 30D | +29.6% | +3.6% | +26.0% | +28.0% |
| 3M | +30.3% | -6.1% | +36.4% | +33.0% |
| 6M | +25.6% | +11.7% | +13.9% | +20.5% |
| YTD | +50.8% | +6.7% | +44.1% | +46.0% |
| 1Y | +63.0% | +13.8% | +49.2% | +54.3% |
| 3Y | +211.6% | +61.9% | +149.7% | +159.0% |
| 5Y | +50.4% | +82.0% | -31.6% | +18.6% |
| 10Y | +101.9% | +513.8% | -412.0% | +3.2% |
| All | +959.6% | +1,956.1% | -996.5% | +231.9% |
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 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