+41.5%
HDB vs AMP
+589.3%
-547.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.7% | +6.1% | +6.6% |
| 7D | +0.7% | -0.5% | +1.2% | +0.9% |
| 30D | +1.0% | -1.3% | +2.3% | +1.5% |
| 3M | -2.0% | +24.2% | -26.2% | -9.5% |
| 6M | -18.1% | +24.6% | -42.7% | -24.6% |
| YTD | -36.1% | +14.8% | -51.0% | -39.7% |
| 1Y | -34.0% | +12.8% | -46.8% | -37.5% |
| 3Y | -26.7% | +69.0% | -95.7% | -42.0% |
| 5Y | -33.9% | +124.9% | -158.7% | -54.0% |
| All | +41.5% | +589.3% | -547.8% | -34.8% |
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