+309.8%
BE vs AMP
+14.8%
+295.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +5.9% | +6.3% |
| 7D | +9.0% | -0.5% | +9.6% | +9.3% |
| 30D | +16.3% | -1.3% | +17.6% | +17.0% |
| 3M | +10.8% | +24.2% | -13.4% | -2.3% |
| 6M | +73.2% | +24.6% | +48.6% | +52.7% |
| YTD | +217.4% | +14.8% | +202.5% | +185.8% |
| 1Y | +309.8% | +12.8% | +297.0% | +244.9% |
| All | +309.8% | +14.8% | +295.0% | +244.9% |
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