+76.9%
GRMN vs AMP
+120.5%
-43.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -1.8% | -2.0% | +0.2% | -0.8% |
| 30D | -12.1% | -1.7% | -10.4% | -11.4% |
| 3M | +18.0% | +23.2% | -5.2% | +6.4% |
| 6M | +13.7% | +22.2% | -8.4% | +2.7% |
| YTD | +35.3% | +14.0% | +21.3% | +25.7% |
| 1Y | +17.2% | +14.0% | +3.3% | +8.8% |
| 3Y | +179.6% | +67.0% | +112.6% | +115.7% |
| All | +76.9% | +120.5% | -43.6% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling