+29.3%
PSA vs AMP
+18.6%
+10.8%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.5% | -1.7% | +1.7% |
| 7D | +10.5% | +7.7% | +2.9% | +8.6% |
| 30D | +21.7% | +6.6% | +15.1% | +19.8% |
| 3M | +6.1% | -4.7% | +10.8% | +6.8% |
| 6M | +18.3% | +12.9% | +5.4% | +16.0% |
| YTD | +36.1% | +8.6% | +27.4% | +32.7% |
| 1Y | +29.3% | +18.2% | +11.1% | +21.7% |
| All | +29.3% | +18.6% | +10.8% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling