-26.4%
NOW vs AMP
+75.0%
-101.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.2% | +0.6% |
| 7D | -3.0% | +2.2% | -5.2% | -4.4% |
| 30D | -26.0% | +2.2% | -28.3% | -27.5% |
| 3M | -13.1% | -10.4% | -2.7% | -7.3% |
| 6M | +14.5% | +5.8% | +8.7% | +8.9% |
| YTD | -33.4% | +3.3% | -36.7% | -36.5% |
| 1Y | -40.6% | +11.1% | -51.7% | -46.4% |
| 3Y | -16.3% | +56.0% | -72.4% | -43.9% |
| All | -26.4% | +75.0% | -101.3% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling