+105.1%
OSCR vs AMP
+18.6%
+86.5%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.5% | +4.1% | +6.1% |
| 7D | +15.5% | +7.7% | +7.8% | +11.1% |
| 30D | +8.5% | +6.6% | +2.0% | +4.9% |
| 3M | +15.8% | -4.7% | +20.6% | +18.6% |
| 6M | +89.5% | +12.9% | +76.6% | +77.4% |
| YTD | +144.9% | +8.6% | +136.3% | +121.6% |
| 1Y | +105.1% | +18.2% | +86.8% | +77.0% |
| All | +105.1% | +18.6% | +86.5% | +77.0% |
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 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