+10.3%
BLDR vs AMP
+118.7%
-108.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.3% | -4.2% | -4.1% |
| 7D | -8.1% | -2.0% | -6.1% | -6.8% |
| 30D | -21.5% | -1.7% | -19.8% | -20.5% |
| 3M | -21.0% | +23.2% | -44.2% | -32.1% |
| 6M | -37.1% | +22.2% | -59.2% | -45.8% |
| YTD | -42.7% | +14.0% | -56.7% | -48.6% |
| 1Y | -58.0% | +14.0% | -72.0% | -62.3% |
| 3Y | -57.8% | +67.0% | -124.8% | -73.1% |
| 5Y | +10.3% | +123.2% | -112.9% | -44.0% |
| All | +10.3% | +118.7% | -108.4% | -44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling