+1,683.3%
BE vs AMP
+64.9%
+1,618.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.2% |
| 7D | +23.9% | 0.0% | +23.9% | +23.9% |
| 30D | +27.8% | -1.0% | +28.9% | +28.7% |
| 3M | +3.7% | +23.2% | -19.5% | -12.0% |
| 6M | +78.0% | +20.4% | +57.6% | +53.6% |
| YTD | +209.9% | +13.6% | +196.3% | +175.9% |
| 1Y | +389.6% | +13.4% | +376.2% | +335.9% |
| All | +1,683.3% | +64.9% | +1,618.4% | +768.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling