-40.4%
APTV vs AMP
+11.4%
-51.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.3% |
| 7D | +4.8% | +0.2% | +4.6% | +4.7% |
| 30D | +2.0% | -0.1% | +2.1% | +2.0% |
| 3M | -34.2% | +23.6% | -57.8% | -39.0% |
| 6M | -34.7% | +20.4% | -55.0% | -39.1% |
| YTD | -37.0% | +15.4% | -52.4% | -41.1% |
| 1Y | -40.4% | +11.0% | -51.4% | -44.0% |
| All | -40.4% | +11.4% | -51.8% | -44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling