+291.1%
P vs AMP
+122.1%
+169.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.1% |
| 7D | +7.8% | +2.6% | +5.3% | +6.1% |
| 30D | +12.3% | +0.8% | +11.5% | +11.8% |
| 3M | +37.1% | +24.3% | +12.8% | +18.9% |
| 6M | +66.1% | +20.6% | +45.5% | +46.4% |
| YTD | +50.9% | +14.6% | +36.3% | +36.4% |
| 1Y | +27.2% | +14.5% | +12.7% | +14.0% |
| 3Y | +158.7% | +67.9% | +90.7% | +78.7% |
| 5Y | +291.1% | +122.5% | +168.6% | +119.3% |
| All | +291.1% | +122.1% | +169.1% | +119.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling