+1,491.1%
RMD vs AMP
+1,967.6%
-476.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -0.1% |
| 7D | +2.1% | +3.9% | -1.8% | +0.9% |
| 30D | +2.1% | +5.1% | -3.0% | +0.6% |
| 3M | +6.2% | -8.7% | +14.9% | +9.0% |
| 6M | +19.4% | +11.4% | +8.0% | +15.5% |
| YTD | +0.5% | +7.3% | -6.8% | -1.8% |
| 1Y | -3.9% | +14.6% | -18.5% | -8.0% |
| 3Y | +72.5% | +61.2% | +11.3% | +47.0% |
| 5Y | -1.5% | +81.0% | -82.5% | -20.0% |
| 10Y | +345.8% | +468.0% | -122.2% | +144.2% |
| All | +1,491.1% | +1,967.6% | -476.5% | +429.6% |
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