+6,644.3%
SCCO vs AMP
+2,112.0%
+4,532.3%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.6% |
| 6M | +4.1% | +24.6% | -20.5% | -8.5% |
| YTD | +41.1% | +14.8% | +26.3% | +28.9% |
| 1Y | +95.6% | +12.8% | +82.8% | +80.0% |
| 3Y | +179.3% | +69.0% | +110.3% | +100.9% |
| 5Y | +308.3% | +124.9% | +183.4% | +144.5% |
| 10Y | +1,090.2% | +583.5% | +506.7% | +241.8% |
| All | +6,644.3% | +2,112.0% | +4,532.3% | +741.6% |
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