+67.9%
RIO vs AMP
+14.8%
+53.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.2% | +0.4% |
| 7D | -3.2% | -0.5% | -2.7% | -3.1% |
| 30D | +0.9% | -1.3% | +2.2% | +1.1% |
| 3M | -1.4% | +24.2% | -25.6% | -5.8% |
| 6M | +10.9% | +24.6% | -13.6% | +5.9% |
| YTD | +31.2% | +14.8% | +16.4% | +26.2% |
| 1Y | +67.9% | +12.8% | +55.1% | +57.8% |
| All | +67.9% | +14.8% | +53.1% | +57.8% |
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