-7.5%
HDB vs AMP
+61.6%
-69.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.2% |
| 7D | +2.7% | +3.9% | -1.2% | +1.8% |
| 30D | +14.1% | +5.1% | +9.0% | +12.7% |
| 3M | +11.8% | -8.7% | +20.5% | +14.0% |
| 6M | +8.2% | +11.4% | -3.3% | +5.4% |
| YTD | -29.3% | +7.3% | -36.6% | -30.9% |
| 1Y | -28.8% | +14.6% | -43.3% | -31.3% |
| 3Y | -7.5% | +61.2% | -68.7% | -22.8% |
| All | -7.5% | +61.6% | -69.0% | -22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling