+65.6%
EEM vs AMIX
-100.0%
+165.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.4% | +7.0% | -1.4% |
| 7D | +5.3% | -10.9% | +16.2% | +5.4% |
| 30D | -7.0% | -55.0% | +48.0% | -6.6% |
| 3M | -8.0% | -82.0% | +74.0% | -7.3% |
| 6M | -6.6% | -80.4% | +73.8% | -7.2% |
| YTD | +12.3% | -88.3% | +100.6% | +11.7% |
| 1Y | +12.2% | -92.4% | +104.5% | +11.5% |
| All | +65.6% | -100.0% | +165.6% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling