+911.5%
BE vs AMP
+352.3%
+559.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.2% | +7.9% |
| 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% | -26.2% |
| 6M | +53.5% | +20.4% | +33.1% | +33.2% |
| YTD | +191.0% | +15.4% | +175.6% | +157.9% |
| 1Y | +360.5% | +11.0% | +349.6% | +318.8% |
| 3Y | +1,568.0% | +70.5% | +1,497.5% | +999.5% |
| 5Y | +1,055.2% | +121.4% | +933.8% | +546.4% |
| All | +911.5% | +352.3% | +559.1% | +205.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling