+292.2%
RCL vs AMP
+80.8%
+211.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.6% |
| 7D | -1.2% | +3.9% | -5.1% | -4.4% |
| 30D | +17.8% | +5.1% | +12.7% | +12.8% |
| 3M | +4.9% | -8.7% | +13.6% | +13.2% |
| 6M | +23.7% | +11.4% | +12.3% | +10.5% |
| YTD | +17.8% | +7.3% | +10.5% | +7.7% |
| 1Y | +28.9% | +14.6% | +14.4% | +10.8% |
| 3Y | +241.9% | +61.2% | +180.6% | +106.3% |
| All | +292.2% | +80.8% | +211.4% | +101.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling