+228.2%
TER vs AMP
+120.7%
+107.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.7% |
| 7D | +12.4% | 0.0% | +12.4% | +12.2% |
| 30D | +5.1% | -1.0% | +6.1% | +5.6% |
| 3M | +4.0% | +23.2% | -19.3% | -12.7% |
| 6M | +29.5% | +20.4% | +9.1% | +10.3% |
| YTD | +98.5% | +13.6% | +84.8% | +75.2% |
| 1Y | +234.1% | +13.4% | +220.7% | +194.6% |
| 3Y | +289.0% | +66.5% | +222.5% | +149.6% |
| 5Y | +228.2% | +120.2% | +107.9% | +67.8% |
| All | +228.2% | +120.7% | +107.5% | +67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling