+185.8%
LMT vs AMP
+589.3%
-403.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.9% | -1.3% |
| 7D | -0.2% | -0.5% | +0.3% | -0.1% |
| 30D | -13.1% | -1.3% | -11.7% | -12.8% |
| 3M | -3.9% | +24.2% | -28.1% | -9.6% |
| 6M | -18.3% | +24.6% | -42.8% | -23.4% |
| YTD | +10.3% | +14.8% | -4.5% | +5.5% |
| 1Y | +14.2% | +12.8% | +1.5% | +9.6% |
| 3Y | +35.0% | +69.0% | -34.0% | +12.0% |
| 5Y | +73.2% | +124.9% | -51.6% | +26.7% |
| All | +185.8% | +589.3% | -403.5% | +35.0% |
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 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