+246.5%
BBY vs AMP
+589.3%
-342.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.3% | +2.7% |
| 7D | +0.6% | -0.5% | +1.1% | +0.9% |
| 30D | +9.4% | -1.3% | +10.7% | +10.2% |
| 3M | +19.3% | +24.2% | -4.9% | +6.3% |
| 6M | +47.9% | +24.6% | +23.4% | +30.7% |
| YTD | +39.6% | +14.8% | +24.7% | +28.0% |
| 1Y | +22.2% | +12.8% | +9.4% | +12.9% |
| 3Y | +45.0% | +69.0% | -24.0% | +7.5% |
| 5Y | +2.6% | +124.9% | -122.3% | -35.4% |
| All | +246.5% | +589.3% | -342.7% | +29.2% |
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