+1,381.0%
NET vs AMP
+300.9%
+1,080.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.5% | -7.0% | -4.8% |
| 7D | -16.4% | +7.7% | -24.0% | -19.5% |
| 30D | -25.8% | +6.6% | -32.4% | -28.4% |
| 3M | -11.5% | -4.7% | -6.8% | -9.9% |
| 6M | +18.9% | +12.9% | +6.0% | +10.3% |
| YTD | +35.2% | +8.6% | +26.6% | +26.8% |
| 1Y | +14.5% | +18.2% | -3.8% | +2.6% |
| 3Y | +313.8% | +62.9% | +251.0% | +217.0% |
| 5Y | +32.6% | +85.0% | -52.4% | -3.0% |
| All | +1,381.0% | +300.9% | +1,080.1% | +766.8% |
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