+29.9%
AAPL vs EEM
+14.8%
+15.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.9% | +4.5% | +5.2% |
| 7D | +1.7% | -3.0% | +4.6% | +2.0% |
| 30D | +5.0% | -10.3% | +15.3% | +6.2% |
| 3M | +13.1% | -6.6% | +19.7% | +13.6% |
| 6M | +26.5% | -3.4% | +29.8% | +24.9% |
| YTD | +28.9% | +13.2% | +15.7% | +20.8% |
| 1Y | +29.9% | +15.0% | +14.9% | +20.9% |
| All | +29.9% | +14.8% | +15.1% | +20.9% |
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