+141.1%
BP vs AMCR
-10.2%
+151.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.7% | +4.5% | +2.2% |
| 7D | +4.0% | -6.3% | +10.3% | +5.1% |
| 30D | +7.8% | -7.1% | +15.0% | +9.1% |
| 3M | +8.4% | +12.7% | -4.3% | +5.2% |
| 6M | +15.1% | +5.2% | +9.9% | +13.0% |
| YTD | +36.4% | +8.1% | +28.4% | +32.5% |
| 1Y | +40.9% | +11.7% | +29.2% | +35.1% |
| 3Y | +38.8% | +9.9% | +28.9% | +31.0% |
| 5Y | +141.1% | -8.7% | +149.7% | +141.7% |
| All | +141.1% | -10.2% | +151.3% | +141.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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