+86.1%
EEM vs AMIX
-99.9%
+186.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +1.8% |
| 7D | +2.3% | -13.7% | +16.0% | +2.4% |
| 30D | +4.5% | -62.1% | +66.6% | +5.0% |
| 3M | -0.1% | -46.2% | +46.1% | -1.2% |
| 6M | +16.9% | -46.4% | +63.4% | +15.6% |
| YTD | +26.2% | -60.3% | +86.5% | +24.8% |
| 1Y | +40.5% | -79.7% | +120.2% | +39.0% |
| All | +86.1% | -99.9% | +186.0% | +82.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling