+51.8%
BEN vs AMP
+589.3%
-537.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.5% |
| 7D | -3.1% | -0.5% | -2.6% | -2.8% |
| 30D | +0.2% | -1.3% | +1.5% | +1.0% |
| 3M | +6.8% | +24.2% | -17.3% | -7.4% |
| 6M | +38.1% | +24.6% | +13.5% | +19.6% |
| YTD | +44.3% | +14.8% | +29.5% | +31.1% |
| 1Y | +42.6% | +12.8% | +29.8% | +30.6% |
| 3Y | +52.3% | +69.0% | -16.7% | +6.0% |
| 5Y | +37.6% | +124.9% | -87.2% | -20.6% |
| All | +51.8% | +589.3% | -537.5% | -56.7% |
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