+360.5%
BE vs AMP
+11.4%
+349.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.2% | +7.7% |
| 7D | +20.0% | +0.2% | +19.8% | +19.8% |
| 30D | +7.9% | -0.1% | +8.0% | +7.9% |
| 3M | -13.2% | +23.6% | -36.8% | -22.5% |
| 6M | +53.5% | +20.4% | +33.1% | +38.9% |
| YTD | +191.0% | +15.4% | +175.6% | +164.4% |
| 1Y | +360.5% | +11.0% | +349.6% | +296.3% |
| All | +360.5% | +11.4% | +349.1% | +296.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling