+32.5%
EEM vs APA
+111.4%
-78.8%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.2% |
| 7D | -0.7% | +0.8% | -1.5% | -0.6% |
| 30D | +2.4% | +9.6% | -7.2% | +3.5% |
| 3M | +4.2% | +18.0% | -13.9% | +6.6% |
| 6M | +14.8% | +41.9% | -27.1% | +15.5% |
| YTD | +23.1% | +86.3% | -63.2% | +21.0% |
| 1Y | +32.5% | +97.9% | -65.3% | +29.6% |
| All | +32.5% | +111.4% | -78.8% | +29.6% |
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