-17.7%
BB vs AMP
+80.8%
-98.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -3.1% |
| 7D | +1.8% | +3.9% | -2.1% | -0.5% |
| 30D | +8.1% | +5.1% | +3.0% | +4.8% |
| 3M | -1.0% | -8.7% | +7.7% | +4.2% |
| 6M | +45.9% | +11.4% | +34.5% | +33.6% |
| YTD | +134.8% | +7.3% | +127.5% | +117.5% |
| 1Y | +104.6% | +14.6% | +90.0% | +80.4% |
| 3Y | +152.8% | +61.2% | +91.6% | +64.9% |
| All | -17.7% | +80.8% | -98.6% | -54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling