+528.8%
APP vs EMB
+9.5%
+519.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.6% | +4.2% | +3.2% |
| 7D | +79.2% | +0.8% | +78.3% | +75.2% |
| 30D | +48.0% | +1.5% | +46.5% | +42.4% |
| 3M | +18.2% | -1.9% | +20.2% | +24.4% |
| 6M | -12.5% | -1.6% | -10.9% | -8.1% |
| YTD | -39.2% | 0.0% | -39.2% | -38.9% |
| 1Y | -33.9% | +1.1% | -34.9% | -35.3% |
| 3Y | +933.3% | +30.9% | +902.4% | +457.1% |
| 5Y | +295.9% | +7.1% | +288.8% | +247.9% |
| All | +528.8% | +9.5% | +519.3% | +418.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling