+655.3%
P vs AMP
+476.7%
+178.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | -4.7% | -1.1% | -3.7% | -3.8% |
| 30D | -31.4% | +4.4% | -35.8% | -33.3% |
| 3M | -2.6% | -7.3% | +4.7% | +1.0% |
| 6M | +21.9% | +12.9% | +9.0% | +12.2% |
| YTD | +58.9% | +7.5% | +51.5% | +49.3% |
| 1Y | +21.7% | +13.3% | +8.4% | +10.1% |
| 3Y | +193.3% | +60.8% | +132.5% | +114.9% |
| 5Y | +275.1% | +82.7% | +192.4% | +150.4% |
| 10Y | +655.3% | +468.7% | +186.6% | +174.1% |
| All | +655.3% | +476.7% | +178.6% | +174.1% |
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