+120.2%
BKR vs AMP
+589.3%
-469.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.0% |
| 7D | -7.0% | -0.5% | -6.5% | -6.7% |
| 30D | -8.1% | -1.3% | -6.8% | -7.5% |
| 3M | -6.6% | +24.2% | -30.8% | -18.6% |
| 6M | +0.9% | +24.6% | -23.7% | -12.4% |
| YTD | +31.1% | +14.8% | +16.3% | +18.6% |
| 1Y | +27.7% | +12.8% | +14.9% | +16.4% |
| 3Y | +71.2% | +69.0% | +2.2% | +20.0% |
| 5Y | +177.6% | +124.9% | +52.8% | +56.9% |
| All | +120.2% | +589.3% | -469.1% | -24.2% |
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