+33.9%
AAPL vs EWY
+165.3%
-131.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.6% | -7.1% | -2.6% |
| 7D | +0.1% | +4.8% | -4.7% | 0.0% |
| 30D | +3.0% | +11.7% | -8.7% | +2.6% |
| 3M | +2.9% | -7.4% | +10.3% | +3.3% |
| 6M | +22.1% | +40.6% | -18.5% | +16.2% |
| YTD | +18.0% | +94.3% | -76.3% | +8.5% |
| 1Y | +33.9% | +164.3% | -130.3% | +17.8% |
| All | +33.9% | +165.3% | -131.4% | +17.8% |
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