+54.4%
BEN vs AMP
+64.9%
-10.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -1.0% |
| 7D | +3.4% | 0.0% | +3.4% | +3.3% |
| 30D | +1.8% | -1.0% | +2.8% | +2.4% |
| 3M | +8.4% | +23.2% | -14.9% | -5.7% |
| 6M | +35.6% | +20.4% | +15.2% | +19.8% |
| YTD | +46.4% | +13.6% | +32.7% | +33.3% |
| 1Y | +46.3% | +13.4% | +33.0% | +33.2% |
| All | +54.4% | +64.9% | -10.5% | -2.9% |
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 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