+84.5%
AAPL vs EEM
+83.8%
+0.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.2% | +5.7% | +4.5% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | +7.1% | +2.4% | +4.7% | +5.7% |
| 3M | +12.1% | +4.2% | +7.9% | +8.6% |
| 6M | +25.4% | +14.8% | +10.7% | +13.0% |
| YTD | +20.5% | +23.1% | -2.6% | +2.5% |
| 1Y | +44.5% | +32.5% | +12.0% | +16.1% |
| All | +84.5% | +83.8% | +0.7% | +14.7% |
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 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