-2.6%
SLB vs AMP
+570.9%
-573.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.5% |
| 7D | -1.9% | 0.0% | -1.9% | -1.9% |
| 30D | +7.8% | -1.0% | +8.8% | +8.4% |
| 3M | +2.7% | +23.2% | -20.6% | -10.6% |
| 6M | +22.2% | +20.4% | +1.8% | +7.7% |
| YTD | +51.1% | +13.6% | +37.4% | +37.3% |
| 1Y | +63.3% | +13.4% | +50.0% | +48.3% |
| 3Y | +2.4% | +66.5% | -64.1% | -29.0% |
| 5Y | +139.3% | +120.2% | +19.1% | +33.5% |
| 10Y | -2.6% | +576.5% | -579.1% | -67.4% |
| All | -2.6% | +570.9% | -573.5% | -67.4% |
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