+40.5%
EEM vs APH
-25.2%
+65.7%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -47.8% | +50.3% | +7.7% |
| 7D | +1.6% | -48.7% | +50.3% | +7.3% |
| 30D | +4.5% | -51.9% | +56.5% | +12.3% |
| 3M | -0.1% | -43.6% | +43.5% | +3.0% |
| 6M | +16.9% | -37.5% | +54.5% | +16.9% |
| YTD | +26.2% | -38.6% | +64.9% | +24.1% |
| 1Y | +40.5% | -26.3% | +66.8% | +36.0% |
| All | +40.5% | -25.2% | +65.7% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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