+46.0%
GFI vs AMP
+11.4%
+34.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.5% |
| 7D | +3.1% | +0.2% | +2.9% | +3.1% |
| 30D | +27.1% | -0.1% | +27.2% | +27.0% |
| 3M | +21.2% | +23.6% | -2.4% | +18.3% |
| 6M | -4.5% | +20.4% | -24.9% | -7.0% |
| YTD | +11.7% | +15.4% | -3.7% | +9.1% |
| 1Y | +46.0% | +11.0% | +35.1% | +38.8% |
| All | +46.0% | +11.4% | +34.7% | +38.8% |
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