+160.4%
EWY vs APH
+47.7%
+112.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +6.7% | +1.6% | +5.0% | +5.7% |
| 30D | +17.0% | -3.0% | +20.0% | +18.9% |
| 3M | +3.7% | +5.7% | -2.1% | +2.0% |
| 6M | +42.5% | +20.0% | +22.5% | +32.1% |
| YTD | +96.2% | +20.8% | +75.4% | +74.2% |
| 1Y | +160.4% | +40.2% | +120.1% | +122.1% |
| All | +160.4% | +47.7% | +112.7% | +122.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling