+298.3%
GEN vs AMP
+2,123.7%
-1,825.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.9% |
| 7D | -1.2% | +0.2% | -1.4% | -1.2% |
| 30D | +10.1% | -0.1% | +10.2% | +10.2% |
| 3M | +16.1% | +23.6% | -7.5% | +8.1% |
| 6M | +38.9% | +20.4% | +18.5% | +30.3% |
| YTD | +14.4% | +15.4% | -1.0% | +8.6% |
| 1Y | +5.9% | +11.0% | -5.1% | +1.7% |
| 3Y | +58.8% | +70.5% | -11.7% | +31.5% |
| 5Y | +24.7% | +121.4% | -96.7% | -6.9% |
| 10Y | +163.1% | +575.6% | -412.5% | +20.3% |
| All | +298.3% | +2,123.7% | -1,825.4% | +1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling