-70.5%
BB vs AMP
+2,123.7%
-2,194.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.3% |
| 7D | -5.6% | +0.2% | -5.9% | -5.7% |
| 30D | -11.8% | -0.1% | -11.7% | -11.9% |
| 3M | -25.5% | +23.6% | -49.1% | -32.6% |
| 6M | +121.3% | +20.4% | +100.9% | +101.9% |
| YTD | +103.2% | +15.4% | +87.7% | +88.0% |
| 1Y | +102.6% | +11.0% | +91.7% | +90.5% |
| 3Y | +37.5% | +70.5% | -33.0% | +6.7% |
| 5Y | -30.4% | +121.4% | -151.8% | -51.3% |
| 10Y | 0.0% | +575.6% | -575.6% | -57.9% |
| All | -70.5% | +2,123.7% | -2,194.2% | -91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling