+40.8%
KEY vs AMP
+122.1%
-81.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.1% |
| 7D | +2.7% | +2.6% | +0.1% | +0.4% |
| 30D | -3.2% | +0.8% | -4.1% | -4.0% |
| 3M | +1.0% | +24.3% | -23.3% | -17.5% |
| 6M | +11.9% | +20.6% | -8.7% | -6.6% |
| YTD | +8.7% | +14.6% | -5.9% | -5.8% |
| 1Y | +18.5% | +14.5% | +3.9% | +2.3% |
| 3Y | +124.0% | +67.9% | +56.0% | +30.8% |
| 5Y | +40.8% | +122.5% | -81.7% | -33.9% |
| All | +40.8% | +122.1% | -81.2% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling