+170.6%
LII vs AMP
+503.1%
-332.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.8% | -0.6% |
| 7D | +0.4% | +3.3% | -2.9% | -0.9% |
| 30D | -2.4% | +4.2% | -6.6% | -3.9% |
| 3M | -17.5% | -6.4% | -11.1% | -15.4% |
| 6M | -32.8% | +12.4% | -45.3% | -36.0% |
| YTD | -27.7% | +7.4% | -35.1% | -30.3% |
| 1Y | -28.1% | +14.7% | -42.8% | -32.5% |
| 3Y | -9.7% | +60.8% | -70.5% | -26.4% |
| 5Y | +19.5% | +83.4% | -63.9% | -8.2% |
| 10Y | +170.6% | +473.5% | -302.9% | +43.3% |
| All | +170.6% | +503.1% | -332.5% | +43.3% |
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