+514.9%
MKSI vs AMP
+589.3%
-74.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +1.6% |
| 7D | +2.7% | -0.5% | +3.2% | +3.0% |
| 30D | -12.8% | -1.3% | -11.5% | -12.2% |
| 3M | -22.5% | +24.2% | -46.7% | -34.4% |
| 6M | +19.4% | +24.6% | -5.2% | +0.3% |
| YTD | +67.7% | +14.8% | +52.9% | +47.5% |
| 1Y | +131.4% | +12.8% | +118.6% | +105.8% |
| 3Y | +197.3% | +69.0% | +128.4% | +102.2% |
| 5Y | +87.0% | +124.9% | -37.9% | +5.1% |
| All | +514.9% | +589.3% | -74.3% | +92.7% |
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 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