+494.4%
TEAM vs AMP
+589.3%
-94.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.2% |
| 7D | -5.2% | -0.5% | -4.7% | -5.0% |
| 30D | +15.8% | -1.3% | +17.1% | +16.4% |
| 3M | +101.5% | +24.2% | +77.3% | +85.0% |
| 6M | +138.2% | +24.6% | +113.6% | +117.8% |
| YTD | +10.8% | +14.8% | -4.0% | +4.3% |
| 1Y | +1.7% | +12.8% | -11.1% | -3.7% |
| 3Y | -16.0% | +69.0% | -85.0% | -31.5% |
| 5Y | -52.7% | +124.9% | -177.6% | -64.7% |
| All | +494.4% | +589.3% | -94.8% | +222.8% |
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