+225.7%
VIK vs AMP
+39.9%
+185.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.7% |
| 7D | -0.9% | -0.5% | -0.4% | -0.6% |
| 30D | -18.4% | -1.3% | -17.1% | -17.7% |
| 3M | -8.8% | +24.2% | -33.0% | -21.8% |
| 6M | +17.1% | +24.6% | -7.4% | -0.1% |
| YTD | +19.0% | +14.8% | +4.2% | +6.7% |
| 1Y | +30.1% | +12.8% | +17.4% | +17.9% |
| All | +225.7% | +39.9% | +185.8% | +153.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling