+1,003.0%
BE vs AMP
+350.0%
+653.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +5.9% | +6.1% |
| 7D | +9.0% | -0.5% | +9.6% | +9.5% |
| 30D | +16.3% | -1.3% | +17.6% | +17.3% |
| 3M | +10.8% | +24.2% | -13.4% | -6.1% |
| 6M | +73.2% | +24.6% | +48.6% | +46.5% |
| YTD | +217.4% | +14.8% | +202.5% | +182.2% |
| 1Y | +309.8% | +12.8% | +297.0% | +269.0% |
| 3Y | +1,726.2% | +69.0% | +1,657.2% | +1,111.9% |
| 5Y | +1,306.2% | +124.9% | +1,181.3% | +679.1% |
| All | +1,003.0% | +350.0% | +653.0% | +234.8% |
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