+331.2%
RCL vs AMP
+584.2%
-253.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -2.5% | -2.0% | -0.4% | -0.8% |
| 30D | -15.7% | -1.7% | -14.0% | -14.5% |
| 3M | -3.6% | +23.2% | -26.8% | -19.7% |
| 6M | -8.7% | +22.2% | -30.8% | -23.7% |
| YTD | -6.2% | +14.0% | -20.1% | -17.4% |
| 1Y | -22.9% | +14.0% | -36.9% | -32.3% |
| 3Y | +173.6% | +67.0% | +106.6% | +73.6% |
| 5Y | +226.6% | +123.2% | +103.3% | +63.5% |
| All | +331.2% | +584.2% | -253.1% | +24.5% |
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