+223.9%
NXPI vs AMP
+589.3%
-365.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.7% | +4.0% |
| 7D | +3.9% | -0.5% | +4.4% | +4.2% |
| 30D | +1.4% | -1.3% | +2.7% | +2.1% |
| 3M | -21.5% | +24.2% | -45.7% | -31.6% |
| 6M | +19.4% | +24.6% | -5.2% | +3.5% |
| YTD | +9.9% | +14.8% | -4.9% | -0.9% |
| 1Y | +7.9% | +12.8% | -4.9% | -1.8% |
| 3Y | +22.7% | +69.0% | -46.3% | -12.3% |
| 5Y | +22.1% | +124.9% | -102.8% | -25.7% |
| All | +223.9% | +589.3% | -365.4% | +31.9% |
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