-7.7%
AAL vs EEM
+90.8%
-98.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.9% |
| 7D | -0.3% | +3.1% | -3.4% | -3.2% |
| 30D | -19.0% | +4.9% | -23.9% | -22.7% |
| 3M | -5.1% | +5.2% | -10.3% | -10.6% |
| 6M | +15.5% | +20.7% | -5.2% | -7.1% |
| YTD | -15.8% | +26.5% | -42.2% | -36.4% |
| 1Y | -0.3% | +37.8% | -38.2% | -32.1% |
| 3Y | -7.7% | +91.0% | -98.6% | -58.4% |
| All | -7.7% | +90.8% | -98.5% | -58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling