-50.9%
NIO vs AMP
+324.1%
-375.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -1.8% | -1.1% | -0.8% | -1.4% |
| 30D | -6.6% | +4.4% | -11.0% | -8.9% |
| 3M | -29.9% | -7.3% | -22.6% | -27.5% |
| 6M | -46.6% | +12.9% | -59.5% | -50.5% |
| YTD | -36.5% | +7.5% | -43.9% | -40.3% |
| 1Y | -51.1% | +13.3% | -64.5% | -55.5% |
| 3Y | -55.2% | +60.8% | -116.1% | -67.7% |
| 5Y | -92.3% | +82.7% | -175.0% | -94.8% |
| All | -50.9% | +324.1% | -375.0% | -76.0% |
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