-43.9%
NIO vs AMP
+348.6%
-392.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.9% |
| 7D | -4.1% | 0.0% | -4.2% | -4.2% |
| 30D | -23.2% | -1.0% | -22.2% | -22.9% |
| 3M | -29.9% | +23.2% | -53.2% | -37.6% |
| 6M | -25.1% | +20.4% | -45.5% | -32.8% |
| YTD | -27.5% | +13.6% | -41.1% | -33.5% |
| 1Y | -41.1% | +13.4% | -54.4% | -46.2% |
| 3Y | -63.1% | +66.5% | -129.6% | -73.7% |
| 5Y | -90.4% | +120.2% | -210.6% | -93.9% |
| All | -43.9% | +348.6% | -392.5% | -73.2% |
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 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