+74.6%
GAP vs AMP
+61.6%
+13.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -1.6% |
| 7D | -1.9% | +3.9% | -5.8% | -4.3% |
| 30D | -7.1% | +5.1% | -12.2% | -9.9% |
| 3M | +4.1% | -8.7% | +12.8% | +10.2% |
| 6M | +1.9% | +11.4% | -9.5% | -5.4% |
| YTD | -15.2% | +7.3% | -22.5% | -19.9% |
| 1Y | -10.6% | +14.6% | -25.2% | -19.7% |
| 3Y | +74.6% | +61.2% | +13.4% | +3.7% |
| All | +74.6% | +61.6% | +13.0% | +3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling