+82.3%
INDA vs AMP
+589.3%
-507.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.2% | +0.7% |
| 7D | -2.7% | -0.5% | -2.2% | -2.5% |
| 30D | -2.8% | -1.3% | -1.4% | -2.4% |
| 3M | +1.6% | +24.2% | -22.6% | -5.9% |
| 6M | -1.4% | +24.6% | -26.0% | -9.0% |
| YTD | -10.1% | +14.8% | -25.0% | -15.0% |
| 1Y | -8.8% | +12.8% | -21.6% | -13.5% |
| 3Y | +7.6% | +69.0% | -61.4% | -14.1% |
| 5Y | +5.8% | +124.9% | -119.1% | -26.4% |
| All | +82.3% | +589.3% | -507.0% | -15.6% |
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