+128.5%
EEM vs AMP
+589.3%
-460.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.5% | +1.0% |
| 7D | -1.3% | -0.5% | -0.7% | -1.1% |
| 30D | +2.1% | -1.3% | +3.4% | +2.5% |
| 3M | +1.0% | +24.2% | -23.2% | -6.5% |
| 6M | +15.9% | +24.6% | -8.6% | +7.0% |
| YTD | +24.6% | +14.8% | +9.8% | +17.8% |
| 1Y | +32.3% | +12.8% | +19.5% | +25.5% |
| 3Y | +85.9% | +69.0% | +16.9% | +49.7% |
| 5Y | +45.4% | +124.9% | -79.5% | +3.4% |
| All | +128.5% | +589.3% | -460.7% | +22.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling