+72.3%
BA vs AMP
+574.4%
-502.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.3% |
| 7D | +2.5% | +2.6% | -0.1% | +0.7% |
| 30D | -10.1% | +0.8% | -11.0% | -10.7% |
| 3M | -2.4% | +24.3% | -26.7% | -15.8% |
| 6M | -8.8% | +20.6% | -29.4% | -20.0% |
| YTD | -2.9% | +14.6% | -17.6% | -13.0% |
| 1Y | -8.8% | +14.5% | -23.3% | -18.5% |
| 3Y | -0.3% | +67.9% | -68.2% | -33.9% |
| 5Y | -0.3% | +122.5% | -122.8% | -47.5% |
| 10Y | +72.3% | +573.3% | -501.0% | -49.0% |
| All | +72.3% | +574.4% | -502.0% | -49.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling