+322.4%
NET vs AMP
+62.6%
+259.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.5% | -7.0% | -4.8% |
| 7D | -16.4% | +7.7% | -24.0% | -19.6% |
| 30D | -25.8% | +6.6% | -32.4% | -28.4% |
| 3M | -11.5% | -4.7% | -6.8% | -9.6% |
| 6M | +18.9% | +12.9% | +6.0% | +9.3% |
| YTD | +35.2% | +8.6% | +26.6% | +25.3% |
| 1Y | +14.5% | +18.2% | -3.8% | -0.5% |
| All | +322.4% | +62.6% | +259.8% | +135.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling