+210.3%
RSP vs AMP
+452.8%
-242.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.3% |
| 7D | +1.8% | +1.2% | +0.6% | +1.2% |
| 30D | +3.5% | +4.4% | -1.0% | +1.4% |
| 3M | +0.2% | -8.8% | +9.0% | +4.2% |
| 6M | +9.1% | +9.9% | -0.8% | +3.8% |
| YTD | +16.6% | +6.1% | +10.5% | +11.9% |
| 1Y | +17.9% | +10.6% | +7.3% | +10.9% |
| 3Y | +64.6% | +58.8% | +5.8% | +28.1% |
| 5Y | +48.4% | +79.0% | -30.6% | +6.8% |
| All | +210.3% | +452.8% | -242.5% | +31.1% |
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