+61.2%
AMP vs BUD
+49.6%
+11.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | +1.0% |
| 7D | +3.9% | +1.0% | +2.9% | +3.8% |
| 30D | +5.1% | +6.7% | -1.6% | +4.1% |
| 3M | -8.7% | +5.7% | -14.4% | -9.5% |
| 6M | +11.4% | +5.8% | +5.6% | +10.1% |
| YTD | +7.3% | +34.4% | -27.1% | +1.2% |
| 1Y | +14.6% | +33.3% | -18.7% | +8.1% |
| 3Y | +61.2% | +48.8% | +12.4% | +43.2% |
| All | +61.2% | +49.6% | +11.6% | +43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling