-64.8%
AAL vs EEM
+133.3%
-198.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | 0.0% | 0.0% |
| 7D | -0.9% | -1.3% | +0.3% | +0.3% |
| 30D | -12.9% | +2.1% | -14.9% | -14.8% |
| 3M | -11.2% | +1.0% | -12.2% | -13.1% |
| 6M | +17.8% | +15.9% | +1.9% | -0.5% |
| YTD | -15.1% | +24.6% | -39.8% | -34.0% |
| 1Y | +0.5% | +32.3% | -31.8% | -26.8% |
| 3Y | -7.7% | +85.9% | -93.6% | -52.8% |
| 5Y | -31.3% | +45.4% | -76.7% | -54.3% |
| All | -64.8% | +133.3% | -198.1% | -84.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling