+15.0%
EEM vs APA
+107.6%
-92.6%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.9% | +7.7% | -0.2% |
| 7D | -3.0% | -13.0% | +10.0% | -4.9% |
| 30D | -10.3% | +2.0% | -12.3% | -9.8% |
| 3M | -6.6% | +24.9% | -31.5% | -2.8% |
| 6M | -3.4% | +7.2% | -10.5% | -1.1% |
| YTD | +13.2% | +87.1% | -73.9% | +15.6% |
| 1Y | +15.0% | +107.2% | -92.2% | +17.5% |
| All | +15.0% | +107.6% | -92.6% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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