+46.6%
EEM vs APA
+177.1%
-130.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -0.8% |
| 7D | +2.0% | +0.3% | +1.7% | +1.9% |
| 30D | +5.1% | +9.3% | -4.2% | +4.1% |
| 3M | +4.6% | +23.3% | -18.8% | +2.1% |
| 6M | +17.8% | +39.5% | -21.7% | +12.1% |
| YTD | +25.8% | +87.6% | -61.8% | +14.7% |
| 1Y | +36.4% | +114.2% | -77.8% | +21.5% |
| 3Y | +90.0% | +13.6% | +76.4% | +80.3% |
| 5Y | +46.6% | +175.6% | -129.0% | +17.9% |
| All | +46.6% | +177.1% | -130.5% | +17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling