+14.7%
GTLB vs AMP
+11.4%
+3.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.3% |
| 7D | +11.1% | +0.2% | +10.8% | +10.9% |
| 30D | +37.8% | -0.1% | +37.9% | +37.8% |
| 3M | +61.6% | +23.6% | +38.0% | +51.2% |
| 6M | +98.9% | +20.4% | +78.6% | +88.1% |
| YTD | +32.8% | +15.4% | +17.3% | +29.1% |
| 1Y | +14.7% | +11.0% | +3.7% | +12.5% |
| All | +14.7% | +11.4% | +3.3% | +12.5% |
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