+28.1%
BA vs AMP
+585.0%
-556.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -3.1% |
| 7D | -1.7% | +3.1% | -4.8% | -3.9% |
| 30D | -9.5% | +3.9% | -13.4% | -12.0% |
| 3M | -26.5% | -5.8% | -20.7% | -23.9% |
| 6M | -27.4% | +12.1% | -39.4% | -33.4% |
| YTD | -20.6% | +7.1% | -27.7% | -26.0% |
| 1Y | -11.4% | +14.2% | -25.6% | -21.4% |
| 3Y | -10.8% | +62.5% | -73.3% | -40.5% |
| 5Y | -21.9% | +82.6% | -104.5% | -53.6% |
| 10Y | +28.1% | +515.9% | -487.8% | -63.2% |
| All | +28.1% | +585.0% | -556.8% | -63.2% |
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