-27.6%
BB vs AMP
+118.7%
-146.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.9% |
| 7D | -2.1% | -2.0% | 0.0% | -0.8% |
| 30D | -16.0% | -1.7% | -14.4% | -15.3% |
| 3M | -14.5% | +23.2% | -37.7% | -26.6% |
| 6M | +118.6% | +22.2% | +96.4% | +87.6% |
| YTD | +98.9% | +14.0% | +85.0% | +77.6% |
| 1Y | +99.5% | +14.0% | +85.5% | +77.6% |
| 3Y | +65.4% | +67.0% | -1.6% | +4.8% |
| 5Y | -27.6% | +123.2% | -150.9% | -66.7% |
| All | -27.6% | +118.7% | -146.4% | -66.7% |
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