+625.8%
NTAP vs AMP
+589.3%
+36.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.7% | +7.8% | +8.2% |
| 7D | +7.4% | -0.5% | +7.9% | +7.7% |
| 30D | -1.4% | -1.3% | -0.1% | -0.7% |
| 3M | +24.6% | +24.2% | +0.4% | +10.8% |
| 6M | +105.9% | +24.6% | +81.3% | +82.3% |
| YTD | +88.5% | +14.8% | +73.7% | +73.6% |
| 1Y | +62.1% | +12.8% | +49.3% | +50.4% |
| 3Y | +169.1% | +69.0% | +100.1% | +99.5% |
| 5Y | +141.9% | +124.9% | +17.0% | +51.6% |
| All | +625.8% | +589.3% | +36.5% | +170.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling