+1,449.6%
NET vs AMP
+326.2%
+1,123.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.6% |
| 7D | -7.0% | +0.2% | -7.2% | -7.1% |
| 30D | -4.8% | -0.1% | -4.7% | -4.7% |
| 3M | +3.8% | +23.6% | -19.7% | -7.0% |
| 6M | +50.0% | +20.4% | +29.7% | +35.4% |
| YTD | +41.5% | +15.4% | +26.0% | +29.5% |
| 1Y | +32.8% | +11.0% | +21.9% | +23.8% |
| 3Y | +335.9% | +70.5% | +265.4% | +229.0% |
| 5Y | +113.8% | +121.4% | -7.6% | +48.5% |
| All | +1,449.6% | +326.2% | +1,123.4% | +785.3% |
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