+391.7%
APP vs EEM
+43.3%
+348.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | -0.2% |
| 7D | +0.9% | +2.3% | -1.4% | -2.1% |
| 30D | -23.3% | +4.5% | -27.8% | -27.6% |
| 3M | -42.6% | -0.1% | -42.6% | -43.7% |
| 6M | -33.6% | +16.9% | -50.6% | -49.8% |
| YTD | -52.4% | +26.2% | -78.7% | -68.0% |
| 1Y | -35.9% | +40.5% | -76.4% | -63.6% |
| 3Y | +642.2% | +86.2% | +556.0% | +171.2% |
| 5Y | +311.1% | +45.5% | +265.6% | +126.3% |
| All | +391.7% | +43.3% | +348.4% | +162.3% |
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