-22.9%
AFRM vs AMP
+14.0%
-36.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -4.8% |
| 7D | -8.0% | 0.0% | -8.0% | -8.0% |
| 30D | -9.8% | -1.0% | -8.8% | -8.9% |
| 3M | +4.7% | +23.2% | -18.6% | -9.9% |
| 6M | +34.1% | +20.4% | +13.7% | +16.7% |
| YTD | -8.4% | +13.6% | -22.1% | -19.3% |
| 1Y | -22.9% | +13.4% | -36.3% | -34.5% |
| All | -22.9% | +14.0% | -36.9% | -34.5% |
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