-42.4%
NIO vs AMP
+355.6%
-398.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.1% |
| 7D | -13.0% | +0.2% | -13.3% | -13.2% |
| 30D | -18.3% | -0.1% | -18.2% | -18.4% |
| 3M | -33.2% | +23.6% | -56.8% | -40.6% |
| 6M | -21.5% | +20.4% | -41.8% | -29.6% |
| YTD | -25.5% | +15.4% | -40.9% | -32.3% |
| 1Y | -38.0% | +11.0% | -49.0% | -42.7% |
| 3Y | -65.5% | +70.5% | -135.9% | -75.6% |
| 5Y | -90.6% | +121.4% | -212.0% | -94.1% |
| All | -42.4% | +355.6% | -398.0% | -72.7% |
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