+97.7%
PRU vs AMP
+459.2%
-361.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.2% | 0.0% |
| 7D | +3.6% | +3.9% | -0.3% | +0.6% |
| 30D | +8.9% | +5.1% | +3.7% | +4.8% |
| 3M | +0.2% | -8.7% | +8.9% | +7.1% |
| 6M | +23.7% | +11.4% | +12.3% | +12.9% |
| YTD | +13.7% | +7.3% | +6.4% | +5.2% |
| 1Y | +20.6% | +14.6% | +6.1% | +5.9% |
| 3Y | +56.3% | +61.2% | -4.9% | +2.4% |
| 5Y | +42.3% | +81.0% | -38.7% | -17.5% |
| All | +97.7% | +459.2% | -361.5% | -51.4% |
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