-8.5%
RGTI vs AMP
+14.8%
-23.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.3% |
| 7D | +0.5% | -0.5% | +1.0% | +0.8% |
| 30D | -17.1% | -1.3% | -15.8% | -16.4% |
| 3M | -26.0% | +24.2% | -50.2% | -36.8% |
| 6M | -9.9% | +24.6% | -34.4% | -23.2% |
| YTD | -31.1% | +14.8% | -45.9% | -36.8% |
| 1Y | -8.5% | +12.8% | -21.3% | -6.5% |
| All | -8.5% | +14.8% | -23.3% | -6.5% |
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 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