+92.0%
RIO vs AMP
+118.7%
-26.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.3% |
| 7D | -3.4% | -2.0% | -1.3% | -2.6% |
| 30D | +0.6% | -1.7% | +2.3% | +1.1% |
| 3M | +2.5% | +23.2% | -20.7% | -5.8% |
| 6M | +10.8% | +22.2% | -11.4% | +1.9% |
| YTD | +30.5% | +14.0% | +16.5% | +22.7% |
| 1Y | +68.1% | +14.0% | +54.1% | +57.6% |
| 3Y | +94.0% | +67.0% | +27.0% | +45.4% |
| 5Y | +92.0% | +123.2% | -31.2% | +19.3% |
| All | +92.0% | +118.7% | -26.7% | +19.3% |
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