+76.3%
MMM vs AMP
+459.2%
-382.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.1% | -1.4% |
| 7D | -0.4% | +3.9% | -4.3% | -2.0% |
| 30D | +12.1% | +5.1% | +7.0% | +10.0% |
| 3M | +1.4% | -8.7% | +10.1% | +5.2% |
| 6M | +26.6% | +11.4% | +15.1% | +20.6% |
| YTD | +16.8% | +7.3% | +9.5% | +12.4% |
| 1Y | +10.1% | +14.6% | -4.5% | +3.0% |
| 3Y | +158.4% | +61.2% | +97.2% | +109.8% |
| 5Y | +43.1% | +81.0% | -37.9% | +8.9% |
| All | +76.3% | +459.2% | -382.9% | -12.2% |
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