+15.0%
EEM vs APTV
-46.4%
+61.4%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.8% | +0.1% |
| 7D | -3.0% | -1.9% | -1.1% | -2.7% |
| 30D | -10.3% | -1.4% | -8.9% | -10.2% |
| 3M | -6.6% | -9.3% | +2.7% | -5.3% |
| 6M | -3.4% | -27.3% | +24.0% | +1.9% |
| YTD | +13.2% | -43.1% | +56.4% | +22.4% |
| 1Y | +15.0% | -46.5% | +61.5% | +25.3% |
| All | +15.0% | -46.4% | +61.4% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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