+147.5%
GE vs AMP
+589.3%
-441.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.6% |
| 7D | -4.0% | -0.5% | -3.5% | -3.7% |
| 30D | -11.4% | -1.3% | -10.1% | -10.7% |
| 3M | -2.6% | +24.2% | -26.8% | -14.4% |
| 6M | -0.3% | +24.6% | -24.9% | -12.8% |
| YTD | +5.4% | +14.8% | -9.5% | -4.1% |
| 1Y | +15.5% | +12.8% | +2.8% | +5.8% |
| 3Y | +260.8% | +69.0% | +191.8% | +154.7% |
| 5Y | +421.6% | +124.9% | +296.8% | +201.6% |
| All | +147.5% | +589.3% | -441.8% | -14.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling