-16.2%
BA vs AMP
+61.6%
-77.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.5% |
| 7D | -1.1% | +3.9% | -5.0% | -2.8% |
| 30D | -7.1% | +5.1% | -12.2% | -9.3% |
| 3M | -25.5% | -8.7% | -16.9% | -22.6% |
| 6M | -28.7% | +11.4% | -40.2% | -32.3% |
| YTD | -21.0% | +7.3% | -28.3% | -24.5% |
| 1Y | -11.9% | +14.6% | -26.4% | -18.8% |
| 3Y | -16.2% | +61.2% | -77.4% | -39.0% |
| All | -16.2% | +61.6% | -77.7% | -39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling