+216.5%
SLV vs AMP
+584.2%
-367.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.3% | -5.6% | -5.3% |
| 7D | -5.0% | -2.0% | -3.0% | -4.8% |
| 30D | -1.8% | -1.7% | -0.1% | -1.6% |
| 3M | -0.3% | +23.2% | -23.5% | -2.6% |
| 6M | -28.2% | +22.2% | -50.4% | -29.8% |
| YTD | -10.7% | +14.0% | -24.7% | -12.2% |
| 1Y | +53.7% | +14.0% | +39.7% | +51.1% |
| 3Y | +173.7% | +67.0% | +106.7% | +156.9% |
| 5Y | +161.5% | +123.2% | +38.3% | +136.3% |
| All | +216.5% | +584.2% | -367.8% | +172.1% |
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