-84.5%
IRE vs AMP
+18.9%
-103.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +0.3% | -8.1% | -8.0% |
| 7D | +7.9% | -2.0% | +10.0% | +9.3% |
| 30D | +9.3% | -1.7% | +10.9% | +10.1% |
| 3M | -52.3% | +23.2% | -75.6% | -60.5% |
| 6M | -38.5% | +22.2% | -60.6% | -48.5% |
| YTD | -54.8% | +14.0% | -68.8% | -60.4% |
| All | -84.5% | +18.9% | -103.5% | -86.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling