+388.8%
GH vs AMP
+329.6%
+59.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.8% | -1.4% |
| 7D | -2.5% | -0.5% | -2.0% | -2.3% |
| 30D | -4.7% | -1.3% | -3.4% | -4.3% |
| 3M | +20.2% | +24.2% | -4.0% | +7.8% |
| 6M | +78.8% | +24.6% | +54.2% | +59.6% |
| YTD | +54.1% | +14.8% | +39.3% | +42.5% |
| 1Y | +177.1% | +12.8% | +164.3% | +156.0% |
| 3Y | +371.6% | +69.0% | +302.6% | +252.1% |
| 5Y | +21.9% | +124.9% | -102.9% | -19.4% |
| All | +388.8% | +329.6% | +59.2% | +120.5% |
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