+64.6%
GEN vs AMP
+65.4%
-0.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.5% |
| 7D | -4.4% | -2.0% | -2.3% | -3.4% |
| 30D | +3.7% | -1.7% | +5.4% | +4.6% |
| 3M | +22.2% | +23.2% | -1.0% | +10.9% |
| 6M | +38.9% | +22.2% | +16.8% | +26.3% |
| YTD | +11.9% | +14.0% | -2.1% | +4.5% |
| 1Y | +4.5% | +14.0% | -9.5% | -2.6% |
| All | +64.6% | +65.4% | -0.9% | +16.2% |
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 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