+152.1%
BTSG vs AMP
+11.4%
+140.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | +2.7% | +0.2% | +2.5% | +2.6% |
| 30D | -3.6% | -0.1% | -3.5% | -3.6% |
| 3M | +5.8% | +23.6% | -17.8% | -0.1% |
| 6M | +44.7% | +20.4% | +24.4% | +37.3% |
| YTD | +62.2% | +15.4% | +46.7% | +54.1% |
| 1Y | +152.1% | +11.0% | +141.1% | +134.1% |
| All | +152.1% | +11.4% | +140.7% | +134.1% |
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