+2.6%
NOW vs AMP
+122.1%
-119.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.5% |
| 7D | -6.1% | +2.6% | -8.7% | -7.6% |
| 30D | +7.5% | +0.8% | +6.6% | +6.8% |
| 3M | +17.5% | +24.3% | -6.7% | +1.7% |
| 6M | +7.9% | +20.6% | -12.6% | -4.9% |
| YTD | -12.4% | +14.6% | -27.0% | -21.3% |
| 1Y | -28.6% | +14.5% | -43.1% | -36.1% |
| 3Y | +11.8% | +67.9% | -56.1% | -27.1% |
| 5Y | +2.6% | +122.5% | -119.9% | -46.1% |
| All | +2.6% | +122.1% | -119.4% | -46.1% |
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