+7.7%
AAL vs EEM
+14.8%
-7.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.5% | +5.7% |
| 7D | +8.3% | -3.0% | +11.3% | +10.7% |
| 30D | +6.2% | -10.3% | +16.6% | +15.0% |
| 3M | -17.7% | -6.6% | -11.1% | -13.6% |
| 6M | +15.4% | -3.4% | +18.8% | +14.6% |
| YTD | -11.1% | +13.2% | -24.3% | -23.4% |
| 1Y | +7.7% | +15.0% | -7.3% | -8.4% |
| All | +7.7% | +14.8% | -7.0% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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