-27.1%
RKT vs AMP
+297.1%
-324.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | -6.3% | -0.5% | -5.7% | -6.0% |
| 30D | -6.2% | -1.3% | -4.9% | -5.5% |
| 3M | -1.9% | +24.2% | -26.1% | -11.8% |
| 6M | -13.0% | +24.6% | -37.6% | -22.1% |
| YTD | -31.9% | +14.8% | -46.8% | -36.9% |
| 1Y | -37.6% | +12.8% | -50.3% | -41.6% |
| 3Y | +36.8% | +69.0% | -32.2% | -0.4% |
| 5Y | -9.7% | +124.9% | -134.6% | -43.9% |
| All | -27.1% | +297.1% | -324.1% | -69.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling