+91.4%
SLB vs AMP
+1,970.1%
-1,878.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -1.2% | -1.1% | -0.1% | -0.7% |
| 30D | +4.5% | +4.4% | +0.1% | +1.9% |
| 3M | -4.6% | -7.3% | +2.7% | -1.4% |
| 6M | -6.3% | +12.9% | -19.1% | -12.7% |
| YTD | +35.0% | +7.5% | +27.5% | +28.2% |
| 1Y | +38.8% | +13.3% | +25.5% | +28.4% |
| 3Y | +3.3% | +60.8% | -57.6% | -20.7% |
| 5Y | +73.6% | +82.7% | -9.1% | +22.5% |
| 10Y | -14.2% | +468.7% | -482.9% | -64.9% |
| All | +91.4% | +1,970.1% | -1,878.7% | -62.2% |
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 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