+141.1%
BP vs AMP
+120.7%
+20.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.6% | +2.1% |
| 7D | +4.0% | 0.0% | +4.0% | +3.9% |
| 30D | +7.8% | -1.0% | +8.9% | +8.0% |
| 3M | +8.4% | +23.2% | -14.9% | -0.3% |
| 6M | +15.1% | +20.4% | -5.3% | +6.4% |
| YTD | +36.4% | +13.6% | +22.8% | +28.6% |
| 1Y | +40.9% | +13.4% | +27.6% | +32.7% |
| 3Y | +38.8% | +66.5% | -27.6% | +5.8% |
| 5Y | +141.1% | +120.2% | +20.9% | +54.6% |
| All | +141.1% | +120.7% | +20.4% | +54.6% |
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