+2,771.1%
NOW vs AMP
+1,350.3%
+1,420.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.5% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | +20.5% | -0.1% | +20.6% | +20.4% |
| 3M | +18.3% | +23.6% | -5.2% | +5.5% |
| 6M | +24.1% | +20.4% | +3.7% | +12.1% |
| YTD | -7.8% | +15.4% | -23.2% | -15.6% |
| 1Y | -21.4% | +11.0% | -32.4% | -26.8% |
| 3Y | +19.5% | +70.5% | -50.9% | -12.4% |
| 5Y | +4.1% | +121.4% | -117.3% | -33.4% |
| 10Y | +826.4% | +575.6% | +250.8% | +168.7% |
| All | +2,771.1% | +1,350.3% | +1,420.8% | +529.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling