-9.7%
AFRM vs AMP
+14.6%
-24.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.8% | +2.9% |
| 7D | -10.3% | -1.1% | -9.2% | -9.5% |
| 30D | -13.7% | +4.4% | -18.1% | -16.0% |
| 3M | -11.6% | -7.3% | -4.2% | -6.7% |
| 6M | +2.1% | +12.9% | -10.8% | -5.5% |
| YTD | -8.9% | +7.5% | -16.3% | -16.9% |
| 1Y | -9.7% | +13.3% | -23.0% | -23.6% |
| All | -9.7% | +14.6% | -24.3% | -23.6% |
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