-39.3%
APP vs EEM
+11.7%
-51.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.8% | -3.2% |
| 7D | +61.1% | -0.9% | +62.0% | +60.3% |
| 30D | +42.8% | -9.3% | +52.1% | +50.9% |
| 3M | +16.7% | -7.1% | +23.7% | +21.1% |
| 6M | -15.6% | -10.4% | -5.2% | -11.2% |
| YTD | -41.3% | +11.3% | -52.6% | -48.6% |
| 1Y | -39.3% | +11.3% | -50.5% | -46.2% |
| All | -39.3% | +11.7% | -51.0% | -46.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling