+50.3%
OUST vs AMP
+14.0%
+36.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +3.7% | +7.1% | +8.4% |
| 7D | +36.7% | +3.1% | +33.6% | +34.8% |
| 30D | -3.3% | +3.9% | -7.2% | -5.2% |
| 3M | -11.1% | -5.8% | -5.3% | -7.7% |
| 6M | +53.1% | +12.1% | +41.0% | +35.7% |
| YTD | +78.2% | +7.1% | +71.1% | +62.6% |
| All | +50.3% | +14.0% | +36.2% | +23.3% |
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