+1,284.9%
TRV vs AMP
+2,089.3%
-804.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | -2.3% | -1.0% | -1.3% | -2.0% |
| 3M | +22.7% | +23.2% | -0.6% | +12.4% |
| 6M | +21.9% | +20.4% | +1.5% | +12.4% |
| YTD | +27.5% | +13.6% | +13.8% | +19.6% |
| 1Y | +36.2% | +13.4% | +22.9% | +27.6% |
| 3Y | +140.6% | +66.5% | +74.1% | +89.2% |
| 5Y | +154.5% | +120.2% | +34.3% | +73.3% |
| 10Y | +295.4% | +576.5% | -281.1% | +58.3% |
| All | +1,284.9% | +2,089.3% | -804.4% | +198.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling