+5.9%
AFRM vs AMP
+18.6%
-12.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +4.5% | +0.6% | +2.0% |
| 7D | +3.1% | +7.7% | -4.6% | -1.8% |
| 30D | +1.1% | +6.6% | -5.4% | -3.1% |
| 3M | -3.2% | -4.7% | +1.5% | +0.2% |
| 6M | +12.7% | +12.9% | -0.2% | +3.7% |
| YTD | +1.6% | +8.6% | -7.1% | -8.3% |
| 1Y | +5.9% | +18.2% | -12.4% | -16.5% |
| All | +5.9% | +18.6% | -12.7% | -16.5% |
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