+0.6%
GLDM vs AMP
+14.0%
-13.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.8% | +1.3% |
| 7D | +5.0% | +3.1% | +1.8% | +4.4% |
| 30D | -1.3% | +3.9% | -5.2% | -1.9% |
| 3M | -4.7% | -5.8% | +1.1% | -4.2% |
| 6M | -12.4% | +12.1% | -24.4% | -13.7% |
| YTD | -4.1% | +7.1% | -11.2% | -5.9% |
| All | +0.6% | +14.0% | -13.4% | -2.5% |
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 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