+128.5%
EEM vs APTV
-16.1%
+144.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | -1.3% | -5.0% | +3.8% | +0.1% |
| 30D | +2.1% | -6.1% | +8.1% | +3.7% |
| 3M | +1.0% | -33.0% | +34.0% | +11.7% |
| 6M | +15.9% | -35.2% | +51.2% | +28.4% |
| YTD | +24.6% | -40.1% | +64.8% | +40.5% |
| 1Y | +32.3% | -45.6% | +77.9% | +52.7% |
| 3Y | +85.9% | -54.4% | +140.3% | +118.1% |
| 5Y | +45.4% | -68.9% | +114.3% | +84.0% |
| All | +128.5% | -16.1% | +144.6% | +114.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling