-21.7%
ONON vs AMP
+124.6%
-146.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.3% | +1.5% |
| 7D | -2.1% | -0.5% | -1.5% | -1.6% |
| 30D | -11.6% | -1.3% | -10.3% | -10.6% |
| 3M | -30.1% | +24.2% | -54.3% | -41.3% |
| 6M | -30.5% | +24.6% | -55.1% | -42.1% |
| YTD | -41.0% | +14.8% | -55.9% | -48.1% |
| 1Y | -36.7% | +12.8% | -49.5% | -43.5% |
| 3Y | -8.6% | +69.0% | -77.6% | -45.8% |
| All | -21.7% | +124.6% | -146.3% | -63.1% |
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