+569.3%
AMP vs BUD
-22.3%
+591.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.4% |
| 7D | -0.5% | -2.6% | +2.1% | +0.8% |
| 30D | -1.3% | -1.2% | -0.1% | -0.7% |
| 3M | +24.2% | -4.9% | +29.1% | +26.7% |
| 6M | +24.6% | +9.3% | +15.3% | +17.6% |
| YTD | +14.8% | +24.0% | -9.1% | +0.9% |
| 1Y | +12.8% | +34.5% | -21.8% | -5.3% |
| 3Y | +69.0% | +43.7% | +25.3% | +31.4% |
| 5Y | +124.9% | +46.0% | +78.8% | +70.0% |
| All | +569.3% | -22.3% | +591.6% | +445.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling