+4.7%
PSA vs AMP
+14.8%
-10.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | -1.8% | -0.5% | -1.3% | -1.7% |
| 30D | -8.4% | -1.3% | -7.0% | -8.1% |
| 3M | -7.8% | +24.2% | -32.0% | -11.3% |
| 6M | +0.8% | +24.6% | -23.8% | -3.5% |
| YTD | +16.5% | +14.8% | +1.7% | +13.0% |
| 1Y | +4.7% | +12.8% | -8.1% | +2.1% |
| All | +4.7% | +14.8% | -10.1% | +2.1% |
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