+876.0%
NI vs AMP
+2,089.3%
-1,213.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.3% |
| 7D | +1.3% | 0.0% | +1.3% | +1.3% |
| 30D | -0.3% | -1.0% | +0.8% | 0.0% |
| 3M | -9.5% | +23.2% | -32.7% | -14.5% |
| 6M | -10.2% | +20.4% | -30.6% | -14.9% |
| YTD | +1.8% | +13.6% | -11.9% | -2.4% |
| 1Y | +5.7% | +13.4% | -7.7% | +1.2% |
| 3Y | +69.6% | +66.5% | +3.1% | +44.8% |
| 5Y | +95.8% | +120.2% | -24.4% | +52.0% |
| 10Y | +145.1% | +576.5% | -431.4% | +32.2% |
| All | +876.0% | +2,089.3% | -1,213.3% | +233.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling