-11.3%
SIRI vs AMP
+589.3%
-600.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | +0.6% | -0.5% | +1.1% | +0.8% |
| 30D | +2.5% | -1.3% | +3.8% | +3.0% |
| 3M | +6.6% | +24.2% | -17.6% | -2.1% |
| 6M | +32.9% | +24.6% | +8.3% | +21.3% |
| YTD | +50.5% | +14.8% | +35.6% | +40.9% |
| 1Y | +28.0% | +12.8% | +15.2% | +20.4% |
| 3Y | -22.4% | +69.0% | -91.4% | -37.9% |
| 5Y | -41.3% | +124.9% | -166.2% | -58.5% |
| All | -11.3% | +589.3% | -600.6% | -57.2% |
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