+155,607.1%
AAPL vs EEM
+862.7%
+154,744.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -2.7% | +3.1% | -5.8% | -4.5% |
| 30D | +1.0% | +4.9% | -3.9% | -2.0% |
| 3M | +5.0% | +5.2% | -0.3% | +0.6% |
| 6M | +23.0% | +20.7% | +2.3% | +7.6% |
| YTD | +16.6% | +26.5% | -9.8% | -1.2% |
| 1Y | +33.4% | +37.8% | -4.4% | +7.1% |
| 3Y | +79.9% | +91.0% | -11.1% | +18.1% |
| 5Y | +109.0% | +47.0% | +62.0% | +60.6% |
| 10Y | +1,210.4% | +125.6% | +1,084.9% | +690.7% |
| All | +155,607.1% | +862.7% | +154,744.4% | +30,895.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling