+1,278.0%
AAPL vs EEM
+133.3%
+1,144.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.5% | +0.8% |
| 7D | +3.8% | -1.3% | +5.1% | +4.7% |
| 30D | +9.9% | +2.1% | +7.9% | +8.0% |
| 3M | +12.5% | +1.0% | +11.5% | +10.0% |
| 6M | +27.6% | +15.9% | +11.7% | +10.4% |
| YTD | +22.6% | +24.6% | -2.1% | -0.7% |
| 1Y | +45.0% | +32.3% | +12.7% | +11.7% |
| 3Y | +87.8% | +85.9% | +1.8% | +7.9% |
| 5Y | +128.7% | +45.4% | +83.3% | +60.7% |
| All | +1,278.0% | +133.3% | +1,144.7% | +614.7% |
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