+135.3%
PSX vs AMP
+64.9%
+70.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | +1.8% | 0.0% | +1.8% | +1.8% |
| 30D | +21.6% | -1.0% | +22.7% | +22.1% |
| 3M | +46.5% | +23.2% | +23.2% | +31.5% |
| 6M | +62.0% | +20.4% | +41.6% | +46.6% |
| YTD | +106.3% | +13.6% | +92.7% | +91.3% |
| 1Y | +103.0% | +13.4% | +89.6% | +87.9% |
| All | +135.3% | +64.9% | +70.4% | +80.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling