-26.4%
APP vs EMB
-0.6%
-25.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +4.4% |
| 7D | +4.6% | -0.9% | +5.5% | +6.9% |
| 30D | +56.0% | +0.4% | +55.7% | +54.1% |
| 3M | +30.8% | -3.1% | +34.0% | +40.7% |
| 6M | -9.8% | -2.1% | -7.7% | -4.2% |
| YTD | -39.3% | -1.1% | -38.2% | -37.7% |
| 1Y | -26.4% | -0.1% | -26.4% | -25.6% |
| All | -26.4% | -0.6% | -25.9% | -25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling