+11.0%
AMP vs BRKR
+100.6%
-89.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.7% |
| 7D | +0.2% | +2.5% | -2.3% | +0.1% |
| 30D | -0.1% | +11.5% | -11.6% | -0.8% |
| 3M | +23.6% | -2.4% | +25.9% | +23.2% |
| 6M | +20.4% | +52.3% | -32.0% | +13.4% |
| YTD | +15.4% | +24.5% | -9.0% | +10.8% |
| 1Y | +11.0% | +97.3% | -86.4% | +7.9% |
| All | +11.0% | +100.6% | -89.6% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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