+3,133.2%
AMP vs BUD
+198.8%
+2,934.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.3% |
| 7D | +2.6% | +0.8% | +1.8% | +2.2% |
| 30D | +0.8% | -4.8% | +5.7% | +3.6% |
| 3M | +24.3% | +1.4% | +22.9% | +22.6% |
| 6M | +20.6% | +9.9% | +10.7% | +12.7% |
| YTD | +14.6% | +26.3% | -11.7% | -1.7% |
| 1Y | +14.5% | +36.1% | -21.6% | -6.2% |
| 3Y | +67.9% | +48.6% | +19.4% | +24.9% |
| 5Y | +122.5% | +45.0% | +77.5% | +64.7% |
| 10Y | +573.3% | -23.1% | +596.4% | +572.3% |
| All | +3,133.2% | +198.8% | +2,934.5% | +1,171.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BUD 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling