+78.9%
INFY vs AMP
+589.3%
-510.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.7% | +1.2% |
| 7D | -5.4% | -0.5% | -4.9% | -5.2% |
| 30D | -9.9% | -1.3% | -8.5% | -9.4% |
| 3M | -4.6% | +24.2% | -28.8% | -11.6% |
| 6M | -18.5% | +24.6% | -43.0% | -24.8% |
| YTD | -36.5% | +14.8% | -51.4% | -39.8% |
| 1Y | -32.8% | +12.8% | -45.5% | -35.9% |
| 3Y | -32.2% | +69.0% | -101.2% | -44.7% |
| 5Y | -44.7% | +124.9% | -169.5% | -59.9% |
| All | +78.9% | +589.3% | -510.4% | -1.7% |
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