+25.2%
LH vs AMP
+118.7%
-93.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.7% | -4.5% |
| 7D | -7.4% | -2.0% | -5.4% | -6.9% |
| 30D | -4.6% | -1.7% | -2.9% | -4.2% |
| 3M | +14.5% | +23.2% | -8.7% | +7.8% |
| 6M | +14.8% | +22.2% | -7.4% | +8.2% |
| YTD | +23.3% | +14.0% | +9.3% | +17.9% |
| 1Y | +13.6% | +14.0% | -0.4% | +8.5% |
| 3Y | +56.3% | +67.0% | -10.6% | +28.0% |
| 5Y | +25.2% | +123.2% | -98.0% | -9.0% |
| All | +25.2% | +118.7% | -93.5% | -9.0% |
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 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