-16.2%
BN vs AMP
+14.8%
-31.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | -5.2% | -0.5% | -4.7% | -4.9% |
| 30D | -14.5% | -1.3% | -13.2% | -13.9% |
| 3M | -15.0% | +24.2% | -39.2% | -23.9% |
| 6M | -5.4% | +24.6% | -30.0% | -15.7% |
| YTD | -16.4% | +14.8% | -31.3% | -23.5% |
| 1Y | -16.2% | +12.8% | -29.0% | -23.5% |
| All | -16.2% | +14.8% | -31.0% | -23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling