+35.8%
KEY vs AMP
+2,123.7%
-2,088.0%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.9% |
| 7D | +2.2% | +0.2% | +2.0% | +2.0% |
| 30D | -3.0% | -0.1% | -2.9% | -3.0% |
| 3M | +3.3% | +23.6% | -20.2% | -13.7% |
| 6M | +9.2% | +20.4% | -11.2% | -7.3% |
| YTD | +10.6% | +15.4% | -4.8% | -3.4% |
| 1Y | +20.4% | +11.0% | +9.4% | +8.2% |
| 3Y | +121.8% | +70.5% | +51.4% | +40.1% |
| 5Y | +41.1% | +121.4% | -80.3% | -27.0% |
| 10Y | +168.5% | +575.6% | -407.1% | -46.0% |
| All | +35.8% | +2,123.7% | -2,088.0% | -89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling