-62.3%
NIO vs AMP
+70.1%
-132.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | 0.0% |
| 7D | -6.7% | +2.6% | -9.2% | -7.5% |
| 30D | -20.0% | +0.8% | -20.9% | -20.3% |
| 3M | -30.5% | +24.3% | -54.7% | -35.6% |
| 6M | -20.7% | +20.6% | -41.3% | -26.0% |
| YTD | -25.7% | +14.6% | -40.3% | -29.9% |
| 1Y | -38.6% | +14.5% | -53.1% | -42.2% |
| 3Y | -62.3% | +67.9% | -130.2% | -78.5% |
| All | -62.3% | +70.1% | -132.4% | -78.5% |
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