+83.6%
EEM vs AMP
+65.4%
+18.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.2% |
| 7D | -0.7% | -2.0% | +1.3% | -0.2% |
| 30D | +2.4% | -1.7% | +4.1% | +2.8% |
| 3M | +4.2% | +23.2% | -19.1% | -1.5% |
| 6M | +14.8% | +22.2% | -7.4% | +8.6% |
| YTD | +23.1% | +14.0% | +9.1% | +18.1% |
| 1Y | +32.5% | +14.0% | +18.5% | +27.0% |
| All | +83.6% | +65.4% | +18.2% | +44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling