+86.2%
SU vs AMP
+18.6%
+67.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.5% | -9.0% | -4.1% |
| 7D | -7.1% | +7.7% | -14.8% | -6.6% |
| 30D | +4.8% | +6.6% | -1.8% | +5.3% |
| 3M | +12.5% | -4.7% | +17.2% | +12.9% |
| 6M | +6.5% | +12.9% | -6.5% | +7.0% |
| YTD | +65.8% | +8.6% | +57.2% | +66.2% |
| 1Y | +86.2% | +18.2% | +67.9% | +81.5% |
| All | +86.2% | +18.6% | +67.6% | +81.5% |
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