+39.5%
MAS vs AMP
+14.6%
+24.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -1.8% | -1.1% | -0.8% | -1.5% |
| 30D | +23.6% | +4.4% | +19.2% | +21.8% |
| 3M | +12.4% | -7.3% | +19.7% | +14.2% |
| 6M | +21.9% | +12.9% | +9.0% | +18.5% |
| YTD | +36.1% | +7.5% | +28.7% | +28.0% |
| 1Y | +39.5% | +13.3% | +26.2% | +26.7% |
| All | +39.5% | +14.6% | +24.9% | +26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling