+1,924.6%
NOW vs AMP
+1,249.8%
+674.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | -8.7% | +3.3% | -12.1% | -10.4% |
| 30D | -29.3% | +4.2% | -33.5% | -31.1% |
| 3M | -21.8% | -6.4% | -15.4% | -19.6% |
| 6M | +9.2% | +12.4% | -3.2% | +1.9% |
| YTD | -35.0% | +7.4% | -42.4% | -38.5% |
| 1Y | -42.5% | +14.7% | -57.2% | -47.6% |
| 3Y | -21.5% | +60.8% | -82.3% | -41.0% |
| 5Y | -25.8% | +83.4% | -109.2% | -48.0% |
| 10Y | +506.3% | +473.5% | +32.8% | +96.1% |
| All | +1,924.6% | +1,249.8% | +674.7% | +358.3% |
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