-68.6%
AAL vs EEM
+121.0%
-189.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | -0.1% | +2.7% | -2.8% | -2.6% |
| 30D | +11.7% | -5.4% | +17.1% | +18.0% |
| 3M | -12.5% | -8.6% | -3.9% | -4.4% |
| 6M | +3.6% | -8.9% | +12.5% | +12.2% |
| YTD | -14.1% | +11.9% | -26.0% | -25.8% |
| 1Y | +0.8% | +13.1% | -12.3% | -14.0% |
| 3Y | +11.8% | +70.7% | -58.9% | -38.5% |
| 5Y | -35.1% | +31.8% | -66.9% | -52.4% |
| All | -68.6% | +121.0% | -189.6% | -85.4% |
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 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