+35.8%
ARM vs EEM
+11.5%
+24.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.3% | -3.9% |
| 7D | +9.1% | +2.7% | +6.4% | +4.0% |
| 30D | -19.9% | -5.4% | -14.6% | -9.1% |
| 3M | -31.6% | -8.6% | -23.0% | -15.4% |
| 6M | -13.9% | -8.9% | -5.0% | +11.0% |
| YTD | +74.3% | +11.9% | +62.4% | +62.1% |
| 1Y | +35.8% | +13.1% | +22.7% | +24.6% |
| All | +35.8% | +11.5% | +24.3% | +24.6% |
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