+1,466.2%
IT vs AMP
+2,108.3%
-642.2%
-77.2%
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 | -7.4% | -0.7% | -6.7% | -7.1% |
| 7D | -9.1% | +2.6% | -11.7% | -10.0% |
| 30D | -7.0% | +0.8% | -7.9% | -7.3% |
| 3M | +7.6% | +24.3% | -16.6% | -1.4% |
| 6M | +2.1% | +20.6% | -18.4% | -5.5% |
| YTD | -31.6% | +14.6% | -46.2% | -35.6% |
| 1Y | -29.9% | +14.5% | -44.5% | -34.1% |
| 3Y | -51.3% | +67.9% | -119.2% | -61.1% |
| 5Y | -44.8% | +122.5% | -167.3% | -60.9% |
| 10Y | +91.4% | +573.3% | -481.9% | -16.9% |
| All | +1,466.2% | +2,108.3% | -642.2% | +285.0% |
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 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