+169.3%
KEY vs AMP
+570.9%
-401.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.5% |
| 7D | -0.3% | 0.0% | -0.3% | -0.3% |
| 30D | -3.3% | -1.0% | -2.3% | -2.5% |
| 3M | -0.7% | +23.2% | -24.0% | -17.4% |
| 6M | +12.5% | +20.4% | -7.9% | -5.0% |
| YTD | +8.4% | +13.6% | -5.2% | -4.5% |
| 1Y | +18.4% | +13.4% | +5.1% | +4.2% |
| 3Y | +123.3% | +66.5% | +56.8% | +41.0% |
| 5Y | +38.8% | +120.2% | -81.4% | -29.6% |
| 10Y | +169.3% | +576.5% | -407.2% | -36.8% |
| All | +169.3% | +570.9% | -401.6% | -36.8% |
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