+302.0%
TRV vs AMP
+589.3%
-287.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.3% | +1.8% |
| 7D | +1.9% | -0.5% | +2.5% | +2.2% |
| 30D | +1.7% | -1.3% | +3.0% | +2.2% |
| 3M | +23.9% | +24.2% | -0.3% | +13.0% |
| 6M | +26.3% | +24.6% | +1.7% | +14.7% |
| YTD | +30.8% | +14.8% | +16.0% | +22.1% |
| 1Y | +36.3% | +12.8% | +23.5% | +27.9% |
| 3Y | +145.0% | +69.0% | +76.0% | +89.8% |
| 5Y | +163.9% | +124.9% | +39.0% | +74.7% |
| All | +302.0% | +589.3% | -287.3% | +80.6% |
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