+67.9%
NI vs AMP
+66.7%
+1.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.1% |
| 7D | 0.0% | -0.5% | +0.6% | +0.1% |
| 30D | -1.4% | -1.3% | -0.1% | -1.2% |
| 3M | -10.6% | +24.2% | -34.8% | -14.1% |
| 6M | -9.3% | +24.6% | -33.9% | -13.1% |
| YTD | +1.1% | +14.8% | -13.7% | -1.8% |
| 1Y | +3.4% | +12.8% | -9.4% | +0.8% |
| 3Y | +67.9% | +69.0% | -1.1% | +36.2% |
| All | +67.9% | +66.7% | +1.2% | +36.2% |
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 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