+25.1%
GILD vs AMP
+14.8%
+10.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.8% |
| 7D | -4.8% | -0.5% | -4.3% | -4.8% |
| 30D | +5.8% | -1.3% | +7.1% | +5.9% |
| 3M | +14.9% | +24.2% | -9.3% | +12.4% |
| 6M | -0.4% | +24.6% | -24.9% | -2.7% |
| YTD | +18.5% | +14.8% | +3.7% | +16.5% |
| 1Y | +25.1% | +12.8% | +12.3% | +23.8% |
| All | +25.1% | +14.8% | +10.4% | +23.8% |
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