+139.6%
VIAV vs AMP
+122.1%
+17.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.3% |
| 7D | +11.2% | -0.5% | +11.7% | +11.4% |
| 30D | -10.1% | -1.3% | -8.8% | -9.8% |
| 3M | -22.9% | +24.2% | -47.1% | -30.5% |
| 6M | +28.8% | +24.6% | +4.2% | +15.3% |
| YTD | +117.5% | +14.8% | +102.6% | +102.0% |
| 1Y | +216.1% | +12.8% | +203.3% | +194.7% |
| 3Y | +292.2% | +69.0% | +223.2% | +191.3% |
| All | +139.6% | +122.1% | +17.5% | +50.0% |
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