-34.8%
BROS vs AMP
+11.4%
-46.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.2% |
| 7D | -6.7% | +0.2% | -6.9% | -6.8% |
| 30D | -29.1% | -0.1% | -29.0% | -29.0% |
| 3M | -16.7% | +23.6% | -40.3% | -27.5% |
| 6M | -11.6% | +20.4% | -32.0% | -21.4% |
| YTD | -23.9% | +15.4% | -39.4% | -30.9% |
| 1Y | -34.8% | +11.0% | -45.7% | -39.2% |
| All | -34.8% | +11.4% | -46.2% | -39.2% |
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