-37.2%
AVAV vs AMP
+14.8%
-52.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.5% | +3.2% |
| 7D | +3.2% | +2.6% | +0.6% | +1.9% |
| 30D | -20.3% | +0.8% | -21.2% | -20.6% |
| 3M | -19.4% | +24.3% | -43.7% | -27.7% |
| 6M | -35.3% | +20.6% | -55.8% | -41.0% |
| YTD | -38.5% | +14.6% | -53.1% | -41.9% |
| 1Y | -37.2% | +14.5% | -51.7% | -40.5% |
| All | -37.2% | +14.8% | -52.0% | -40.5% |
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