+669.0%
GRMN vs AMP
+589.3%
+79.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +4.0% |
| 7D | +2.4% | -0.5% | +3.0% | +2.7% |
| 30D | -8.5% | -1.3% | -7.1% | -8.0% |
| 3M | +19.5% | +24.2% | -4.7% | +9.1% |
| 6M | +21.2% | +24.6% | -3.4% | +10.4% |
| YTD | +41.0% | +14.8% | +26.2% | +32.3% |
| 1Y | +19.6% | +12.8% | +6.8% | +12.9% |
| 3Y | +183.8% | +69.0% | +114.8% | +127.6% |
| 5Y | +83.0% | +124.9% | -41.9% | +29.4% |
| All | +669.0% | +589.3% | +79.7% | +263.3% |
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