+659.7%
RSP vs AMP
+1,943.9%
-1,284.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.3% |
| 7D | +1.8% | +1.2% | +0.6% | +1.3% |
| 30D | +3.5% | +4.4% | -1.0% | +1.5% |
| 3M | +0.2% | -8.8% | +9.0% | +3.8% |
| 6M | +9.1% | +9.9% | -0.8% | +4.3% |
| YTD | +16.6% | +6.1% | +10.5% | +12.3% |
| 1Y | +17.9% | +10.6% | +7.3% | +11.6% |
| 3Y | +64.6% | +58.8% | +5.8% | +31.9% |
| 5Y | +48.4% | +79.0% | -30.6% | +11.3% |
| 10Y | +212.9% | +461.5% | -248.6% | +36.9% |
| All | +659.7% | +1,943.9% | -1,284.2% | +70.9% |
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