+32.7%
IRM vs AMP
+11.4%
+21.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.7% |
| 7D | -0.5% | +0.2% | -0.7% | -0.5% |
| 30D | -8.1% | -0.1% | -8.0% | -8.1% |
| 3M | -9.7% | +23.6% | -33.2% | -11.6% |
| 6M | +10.0% | +20.4% | -10.4% | +7.9% |
| YTD | +43.0% | +15.4% | +27.6% | +39.5% |
| 1Y | +32.7% | +11.0% | +21.7% | +28.3% |
| All | +32.7% | +11.4% | +21.3% | +28.3% |
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