+124.8%
TROW vs AMP
+589.3%
-464.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.6% |
| 7D | -3.2% | -0.5% | -2.7% | -2.9% |
| 30D | -4.6% | -1.3% | -3.3% | -3.9% |
| 3M | -0.7% | +24.2% | -24.8% | -13.5% |
| 6M | +22.2% | +24.6% | -2.4% | +5.9% |
| YTD | +6.6% | +14.8% | -8.2% | -3.3% |
| 1Y | +5.8% | +12.8% | -7.0% | -3.2% |
| 3Y | +11.6% | +69.0% | -57.4% | -21.3% |
| 5Y | -38.9% | +124.9% | -163.8% | -64.0% |
| All | +124.8% | +589.3% | -464.5% | -31.4% |
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 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