-63.0%
AVAV vs AMP
+14.4%
-77.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.9% |
| 7D | 0.0% | +3.3% | -3.4% | -1.5% |
| 30D | -9.9% | +4.2% | -14.2% | -11.6% |
| 3M | -34.7% | -6.4% | -28.3% | -32.4% |
| 6M | -26.6% | +12.4% | -39.0% | -31.2% |
| YTD | -48.9% | +7.4% | -56.4% | -50.6% |
| 1Y | -63.0% | +14.7% | -77.7% | -65.7% |
| All | -63.0% | +14.4% | -77.4% | -65.7% |
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