+854.3%
EEM vs APH
+7,169.6%
-6,315.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -47.8% | +50.3% | +26.4% |
| 7D | +1.6% | -48.7% | +50.3% | +26.6% |
| 30D | +4.5% | -51.9% | +56.5% | +34.8% |
| 3M | -0.1% | -43.6% | +43.5% | +17.1% |
| 6M | +16.9% | -37.5% | +54.5% | +27.4% |
| YTD | +26.2% | -38.6% | +64.9% | +35.6% |
| 1Y | +40.5% | -26.3% | +66.8% | +34.0% |
| 3Y | +86.2% | +89.2% | -3.0% | -5.1% |
| 5Y | +45.5% | +119.8% | -74.3% | -34.2% |
| 10Y | +128.6% | +454.3% | -325.6% | -44.9% |
| All | +854.3% | +7,169.6% | -6,315.3% | -37.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling