+72.2%
SMTC vs AMP
+18.6%
+53.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.5% | -17.4% | -12.0% |
| 7D | -24.5% | +7.7% | -32.2% | -23.4% |
| 30D | -42.5% | +6.6% | -49.0% | -41.6% |
| 3M | -14.1% | -4.7% | -9.4% | -13.4% |
| 6M | +3.6% | +12.9% | -9.3% | +1.9% |
| YTD | +50.6% | +8.6% | +42.0% | +45.2% |
| 1Y | +72.2% | +18.2% | +54.0% | +57.0% |
| All | +72.2% | +18.6% | +53.7% | +57.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling