+493.8%
AVAV vs AMP
+570.9%
-77.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -5.0% |
| 7D | -3.2% | 0.0% | -3.2% | -3.2% |
| 30D | -25.6% | -1.0% | -24.5% | -25.2% |
| 3M | -20.2% | +23.2% | -43.5% | -27.6% |
| 6M | -38.1% | +20.4% | -58.5% | -43.2% |
| YTD | -41.8% | +13.6% | -55.4% | -45.3% |
| 1Y | -39.0% | +13.4% | -52.4% | -42.9% |
| 3Y | +24.1% | +66.5% | -42.4% | -3.9% |
| 5Y | +53.0% | +120.2% | -67.2% | +1.4% |
| 10Y | +493.8% | +576.5% | -82.7% | +123.8% |
| All | +493.8% | +570.9% | -77.1% | +123.8% |
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