+252.8%
SPOT vs AMP
+355.3%
-102.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.5% |
| 7D | -3.1% | -0.5% | -2.5% | -2.9% |
| 30D | +7.4% | -1.3% | +8.7% | +7.9% |
| 3M | +8.2% | +24.2% | -16.0% | -0.2% |
| 6M | +2.2% | +24.6% | -22.4% | -6.1% |
| YTD | -9.5% | +14.8% | -24.3% | -15.1% |
| 1Y | -23.8% | +12.8% | -36.6% | -28.2% |
| 3Y | +233.5% | +69.0% | +164.5% | +165.3% |
| 5Y | +112.2% | +124.9% | -12.7% | +51.8% |
| All | +252.8% | +355.3% | -102.5% | +85.2% |
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 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