-16.3%
NOW vs AMP
+54.6%
-70.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.2% | +0.4% |
| 7D | -3.0% | +2.2% | -5.2% | -4.0% |
| 30D | -26.0% | +2.2% | -28.3% | -27.1% |
| 3M | -13.1% | -10.4% | -2.7% | -8.5% |
| 6M | +14.5% | +5.8% | +8.7% | +10.2% |
| YTD | -33.4% | +3.3% | -36.7% | -35.8% |
| 1Y | -40.6% | +11.1% | -51.7% | -45.3% |
| 3Y | -16.3% | +56.0% | -72.4% | -37.2% |
| All | -16.3% | +54.6% | -70.9% | -37.2% |
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