-15.9%
TRU vs AMP
+14.8%
-30.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.2% | +0.6% |
| 7D | -2.7% | -0.5% | -2.2% | -2.4% |
| 30D | -2.0% | -1.3% | -0.7% | -1.4% |
| 3M | +18.4% | +24.2% | -5.8% | +6.0% |
| 6M | +8.9% | +24.6% | -15.7% | -3.6% |
| YTD | -8.9% | +14.8% | -23.8% | -16.2% |
| 1Y | -15.9% | +12.8% | -28.7% | -25.4% |
| All | -15.9% | +14.8% | -30.6% | -25.4% |
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 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