+132.3%
HON vs AMP
+589.3%
-457.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | -3.5% | -0.5% | -2.9% | -3.2% |
| 30D | -13.8% | -1.3% | -12.4% | -13.3% |
| 3M | -11.7% | +24.2% | -35.9% | -20.2% |
| 6M | -18.7% | +24.6% | -43.3% | -26.9% |
| YTD | +0.2% | +14.8% | -14.6% | -6.9% |
| 1Y | -3.1% | +12.8% | -15.8% | -9.5% |
| 3Y | +17.0% | +69.0% | -52.0% | -11.1% |
| 5Y | +2.0% | +124.9% | -122.8% | -33.8% |
| All | +132.3% | +589.3% | -457.0% | -3.8% |
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