+174.6%
SMTC vs AMP
+14.8%
+159.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +5.1% |
| 7D | +13.1% | -0.5% | +13.6% | +13.1% |
| 30D | +19.5% | -1.3% | +20.8% | +19.5% |
| 3M | +2.2% | +24.2% | -22.0% | -2.0% |
| 6M | +94.9% | +24.6% | +70.3% | +84.6% |
| YTD | +127.0% | +14.8% | +112.1% | +118.5% |
| 1Y | +174.6% | +12.8% | +161.8% | +150.4% |
| All | +174.6% | +14.8% | +159.8% | +150.4% |
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 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