+3.2%
AVTR vs AMP
+343.8%
-340.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +2.7% | +0.2% | +2.5% | +2.6% |
| 30D | +12.1% | -0.1% | +12.1% | +12.0% |
| 3M | +57.2% | +23.6% | +33.7% | +42.1% |
| 6M | +73.1% | +20.4% | +52.7% | +58.1% |
| YTD | +30.6% | +15.4% | +15.2% | +21.6% |
| 1Y | +13.5% | +11.0% | +2.5% | +7.4% |
| 3Y | -31.0% | +70.5% | -101.5% | -46.7% |
| 5Y | -63.2% | +121.4% | -184.6% | -75.3% |
| All | +3.2% | +343.8% | -340.5% | -52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling