+73.6%
PAAS vs AMP
+82.7%
-9.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.7% | -0.8% | +1.9% |
| 7D | +8.8% | +3.1% | +5.7% | +8.0% |
| 30D | -8.5% | +3.9% | -12.4% | -9.4% |
| 3M | -17.0% | -5.8% | -11.2% | -15.8% |
| 6M | -27.9% | +12.1% | -39.9% | -30.3% |
| YTD | -17.5% | +7.1% | -24.6% | -19.6% |
| 1Y | +22.8% | +14.2% | +8.6% | +17.5% |
| 3Y | +224.2% | +62.5% | +161.7% | +170.3% |
| 5Y | +73.6% | +82.6% | -9.0% | +31.2% |
| All | +73.6% | +82.7% | -9.0% | +31.2% |
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