-59.6%
AVTR vs AMP
+80.8%
-140.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -1.1% |
| 7D | +0.5% | +3.9% | -3.5% | -1.4% |
| 30D | -1.0% | +5.1% | -6.1% | -3.5% |
| 3M | +12.2% | -8.7% | +20.9% | +16.9% |
| 6M | +97.5% | +11.4% | +86.0% | +85.4% |
| YTD | +35.6% | +7.3% | +28.3% | +29.6% |
| 1Y | +32.8% | +14.6% | +18.3% | +22.9% |
| 3Y | -16.5% | +61.2% | -77.7% | -35.1% |
| All | -59.6% | +80.8% | -140.5% | -71.1% |
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