+29.9%
AAPL vs EWY
+61.5%
-31.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.9% | +7.2% | +5.3% |
| 7D | +1.7% | -8.3% | +10.0% | +1.7% |
| 30D | +5.0% | -20.5% | +25.5% | +5.2% |
| 3M | +13.1% | -11.1% | +24.2% | +13.0% |
| 6M | +26.5% | -7.0% | +33.5% | +24.0% |
| YTD | +28.9% | +56.5% | -27.6% | +21.6% |
| 1Y | +29.9% | +62.4% | -32.5% | +22.1% |
| All | +29.9% | +61.5% | -31.6% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWY.
Daily Out/Under-Performance
Portfolio return minus EWY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWY 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 EWY 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