+1,218.1%
IRM vs AMP
+2,108.3%
-890.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | +1.6% | +2.6% | -1.0% | +0.8% |
| 30D | -4.2% | +0.8% | -5.0% | -4.5% |
| 3M | -5.4% | +24.3% | -29.6% | -11.8% |
| 6M | +12.0% | +20.6% | -8.5% | +5.2% |
| YTD | +42.0% | +14.6% | +27.4% | +34.8% |
| 1Y | +29.9% | +14.5% | +15.3% | +23.2% |
| 3Y | +104.4% | +67.9% | +36.4% | +69.8% |
| 5Y | +191.0% | +122.5% | +68.5% | +118.3% |
| 10Y | +417.1% | +573.3% | -156.2% | +159.9% |
| All | +1,218.1% | +2,108.3% | -890.2% | +299.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling