+134.1%
BP vs AMP
+589.3%
-455.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.3% |
| 7D | +5.2% | -0.5% | +5.8% | +5.5% |
| 30D | +8.7% | -1.3% | +10.0% | +9.1% |
| 3M | +9.3% | +24.2% | -14.9% | -1.4% |
| 6M | +13.6% | +24.6% | -11.0% | +1.8% |
| YTD | +37.7% | +14.8% | +22.8% | +27.4% |
| 1Y | +40.6% | +12.8% | +27.8% | +30.8% |
| 3Y | +40.3% | +69.0% | -28.6% | +4.6% |
| 5Y | +141.4% | +124.9% | +16.6% | +52.8% |
| All | +134.1% | +589.3% | -455.1% | -2.3% |
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