+173.5%
RCL vs AMP
+64.9%
+108.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.1% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | -15.7% | -1.0% | -14.6% | -15.0% |
| 3M | -8.0% | +23.2% | -31.2% | -22.3% |
| 6M | -10.1% | +20.4% | -30.5% | -23.0% |
| YTD | -5.9% | +13.6% | -19.5% | -16.0% |
| 1Y | -23.5% | +13.4% | -36.8% | -31.7% |
| All | +173.5% | +64.9% | +108.6% | +81.6% |
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