+110.7%
MCK vs AMP
+66.7%
+44.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | +0.1% |
| 7D | -2.9% | -0.5% | -2.4% | -2.9% |
| 30D | +0.4% | -1.3% | +1.7% | +0.5% |
| 3M | +12.1% | +24.2% | -12.1% | +11.6% |
| 6M | -5.4% | +24.6% | -30.0% | -5.9% |
| YTD | +7.8% | +14.8% | -7.0% | +7.1% |
| 1Y | +22.9% | +12.8% | +10.2% | +22.3% |
| 3Y | +110.7% | +69.0% | +41.8% | +121.8% |
| All | +110.7% | +66.7% | +44.1% | +121.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling