-39.8%
NOW vs AMP
+12.5%
-52.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.3% |
| 7D | +0.3% | +3.9% | -3.7% | -0.8% |
| 30D | -27.0% | +5.1% | -32.1% | -28.0% |
| 3M | -19.6% | -8.7% | -11.0% | -17.0% |
| 6M | +17.5% | +11.4% | +6.0% | +13.5% |
| YTD | -33.3% | +7.3% | -40.6% | -36.0% |
| 1Y | -39.8% | +14.6% | -54.4% | -43.7% |
| All | -39.8% | +12.5% | -52.3% | -43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling