-13.3%
AFRM vs AMP
+14.4%
-27.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.3% |
| 7D | -8.4% | +3.3% | -11.7% | -10.2% |
| 30D | -18.3% | +4.2% | -22.5% | -20.4% |
| 3M | -12.7% | -6.4% | -6.3% | -8.5% |
| 6M | +3.0% | +12.4% | -9.4% | -4.3% |
| YTD | -11.4% | +7.4% | -18.8% | -19.1% |
| 1Y | -13.3% | +14.7% | -28.0% | -27.9% |
| All | -13.3% | +14.4% | -27.7% | -27.9% |
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