+196.2%
PAAS vs AMP
+459.2%
-263.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.7% | -0.8% |
| 7D | -8.9% | +3.9% | -12.8% | -9.6% |
| 30D | -11.4% | +5.1% | -16.5% | -12.2% |
| 3M | -20.4% | -8.7% | -11.8% | -19.2% |
| 6M | -40.7% | +11.4% | -52.1% | -41.9% |
| YTD | -26.9% | +7.3% | -34.3% | -28.2% |
| 1Y | -3.1% | +14.6% | -17.6% | -5.8% |
| 3Y | +199.3% | +61.2% | +138.0% | +170.9% |
| 5Y | +48.3% | +81.0% | -32.7% | +30.1% |
| All | +196.2% | +459.2% | -263.0% | +158.6% |
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