+2.5%
SLB vs AMP
+70.1%
-67.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.4% |
| 7D | +0.4% | +2.6% | -2.2% | -0.9% |
| 30D | +13.6% | +0.8% | +12.7% | +13.0% |
| 3M | +1.5% | +24.3% | -22.8% | -9.9% |
| 6M | +23.0% | +20.6% | +2.5% | +10.8% |
| YTD | +51.2% | +14.6% | +36.6% | +39.1% |
| 1Y | +63.5% | +14.5% | +48.9% | +50.2% |
| 3Y | +2.5% | +67.9% | -65.4% | -22.4% |
| All | +2.5% | +70.1% | -67.6% | -22.4% |
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 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