+1,364.2%
RMD vs AMP
+2,108.3%
-744.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.0% |
| 7D | -4.5% | +2.6% | -7.0% | -5.2% |
| 30D | +4.6% | +0.8% | +3.7% | +4.3% |
| 3M | +14.8% | +24.3% | -9.5% | +7.6% |
| 6M | -12.1% | +20.6% | -32.6% | -16.9% |
| YTD | -7.5% | +14.6% | -22.1% | -11.3% |
| 1Y | -20.1% | +14.5% | -34.6% | -23.5% |
| 3Y | +53.9% | +67.9% | -14.1% | +29.5% |
| 5Y | -22.2% | +122.5% | -144.7% | -40.5% |
| 10Y | +268.2% | +573.3% | -305.1% | +91.9% |
| All | +1,364.2% | +2,108.3% | -744.1% | +378.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling