+64.8%
SLB vs AMP
+82.7%
-17.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | -1.0% |
| 7D | -3.7% | +3.1% | -6.8% | -5.3% |
| 30D | +2.9% | +3.9% | -1.0% | +0.6% |
| 3M | +0.2% | -5.8% | +6.0% | +2.9% |
| 6M | -4.4% | +12.1% | -16.5% | -11.0% |
| YTD | +33.4% | +7.1% | +26.3% | +26.5% |
| 1Y | +40.8% | +14.2% | +26.6% | +28.8% |
| 3Y | +3.2% | +62.5% | -59.3% | -23.2% |
| 5Y | +64.8% | +82.6% | -17.8% | +12.7% |
| All | +64.8% | +82.7% | -17.9% | +12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling