+67.7%
V vs AMP
+120.7%
-52.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | 0.0% |
| 7D | -2.9% | 0.0% | -2.9% | -2.9% |
| 30D | +1.9% | -1.0% | +2.9% | +2.3% |
| 3M | +13.2% | +23.2% | -10.0% | +3.3% |
| 6M | +16.7% | +20.4% | -3.7% | +7.3% |
| YTD | +5.4% | +13.6% | -8.3% | -1.2% |
| 1Y | +7.7% | +13.4% | -5.7% | +0.7% |
| 3Y | +52.0% | +66.5% | -14.5% | +15.9% |
| 5Y | +67.7% | +120.2% | -52.5% | +6.8% |
| All | +67.7% | +120.7% | -52.9% | +6.8% |
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