+179.3%
SCCO vs AMP
+66.7%
+112.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.7% |
| 7D | -2.7% | -0.5% | -2.1% | -2.4% |
| 30D | -0.7% | -1.3% | +0.6% | -0.2% |
| 3M | +8.1% | +24.2% | -16.1% | -3.0% |
| 6M | +4.1% | +24.6% | -20.5% | -6.8% |
| YTD | +41.1% | +14.8% | +26.3% | +30.2% |
| 1Y | +95.6% | +12.8% | +82.8% | +81.6% |
| 3Y | +179.3% | +69.0% | +110.3% | +79.8% |
| All | +179.3% | +66.7% | +112.6% | +79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling