+51.7%
BTDR vs AMP
+20.2%
+31.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.3% | -6.8% | -6.5% |
| 7D | -3.2% | -2.0% | -1.1% | -3.0% |
| 30D | +32.7% | -1.7% | +34.4% | +32.4% |
| 3M | -28.4% | +23.2% | -51.6% | -31.5% |
| 6M | +51.7% | +22.2% | +29.5% | +47.2% |
| All | +51.7% | +20.2% | +31.6% | +47.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling