+521.8%
NOW vs AMP
+476.7%
+45.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.1% | +3.2% |
| 7D | -5.6% | -1.1% | -4.5% | -5.0% |
| 30D | -26.8% | +4.4% | -31.1% | -28.6% |
| 3M | -19.4% | -7.3% | -12.1% | -16.8% |
| 6M | +12.3% | +12.9% | -0.6% | +5.1% |
| YTD | -32.9% | +7.5% | -40.4% | -36.3% |
| 1Y | -40.3% | +13.3% | -53.6% | -44.9% |
| 3Y | -19.1% | +60.8% | -79.9% | -37.7% |
| 5Y | -24.4% | +82.7% | -107.0% | -45.4% |
| 10Y | +521.8% | +468.7% | +53.1% | +140.7% |
| All | +521.8% | +476.7% | +45.1% | +140.7% |
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 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