+652.6%
P vs AMP
+503.1%
+149.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.2% | -1.0% |
| 7D | -13.3% | +3.3% | -16.7% | -14.8% |
| 30D | -34.0% | +4.2% | -38.2% | -35.8% |
| 3M | +4.1% | -6.4% | +10.5% | +7.5% |
| 6M | +30.5% | +12.4% | +18.1% | +20.3% |
| YTD | +52.2% | +7.4% | +44.7% | +43.0% |
| 1Y | +10.3% | +14.7% | -4.4% | -1.0% |
| 3Y | +180.9% | +60.8% | +120.1% | +105.8% |
| 5Y | +259.7% | +83.4% | +176.3% | +139.5% |
| 10Y | +652.6% | +473.5% | +179.1% | +171.4% |
| All | +652.6% | +503.1% | +149.5% | +171.4% |
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