+147.4%
EEM vs APTV
+180.9%
-33.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.6% | +4.8% | +1.6% |
| 7D | +3.1% | +2.0% | +1.1% | +2.4% |
| 30D | +4.9% | -7.7% | +12.6% | +7.2% |
| 3M | +5.2% | -34.0% | +39.2% | +18.0% |
| 6M | +20.7% | -37.1% | +57.8% | +36.1% |
| YTD | +26.5% | -39.9% | +66.4% | +43.9% |
| 1Y | +37.8% | -44.4% | +82.3% | +60.3% |
| 3Y | +91.0% | -54.5% | +145.5% | +127.3% |
| 5Y | +47.0% | -69.1% | +116.1% | +90.6% |
| 10Y | +125.6% | -20.0% | +145.6% | +86.4% |
| All | +147.4% | +180.9% | -33.6% | +2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling