-64.8%
AVTR vs AMP
+118.7%
-183.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -2.0% | -2.0% | 0.0% | -1.0% |
| 30D | +8.1% | -1.7% | +9.7% | +8.9% |
| 3M | +54.2% | +23.2% | +31.0% | +38.6% |
| 6M | +82.6% | +22.2% | +60.4% | +64.5% |
| YTD | +29.8% | +14.0% | +15.9% | +21.1% |
| 1Y | +18.0% | +14.0% | +4.0% | +10.0% |
| 3Y | -26.4% | +67.0% | -93.4% | -43.3% |
| 5Y | -64.8% | +123.2% | -188.1% | -76.3% |
| All | -64.8% | +118.7% | -183.6% | -76.3% |
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