+44.6%
EEM vs APH
+350.9%
-306.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +1.0% | +1.5% |
| 7D | +2.3% | +5.0% | -2.6% | +0.6% |
| 30D | +4.5% | -3.9% | +8.4% | +5.8% |
| 3M | -0.1% | +13.0% | -13.0% | -4.3% |
| 6M | +16.9% | +25.2% | -8.2% | +7.6% |
| YTD | +26.2% | +22.9% | +3.3% | +15.0% |
| 1Y | +40.5% | +47.8% | -7.3% | +19.0% |
| 3Y | +86.2% | +283.0% | -196.8% | +1.1% |
| All | +44.6% | +350.9% | -306.3% | -29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling