+203.4%
RSP vs AMP
+584.2%
-380.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | -3.1% | -2.0% | -1.1% | -2.2% |
| 30D | -3.4% | -1.7% | -1.7% | -2.7% |
| 3M | +3.6% | +23.2% | -19.6% | -5.9% |
| 6M | +9.0% | +22.2% | -13.2% | -0.9% |
| YTD | +12.2% | +14.0% | -1.8% | +4.6% |
| 1Y | +15.6% | +14.0% | +1.6% | +7.5% |
| 3Y | +51.6% | +67.0% | -15.3% | +16.4% |
| 5Y | +50.4% | +123.2% | -72.8% | -0.9% |
| All | +203.4% | +584.2% | -380.8% | +28.2% |
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