+946.2%
EWY vs APH
+11,191.9%
-10,245.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.6% |
| 7D | -2.8% | +0.4% | -3.2% | -2.8% |
| 30D | -13.1% | -8.0% | -5.1% | -9.2% |
| 3M | -11.6% | -5.0% | -6.6% | -9.0% |
| 6M | -23.4% | +29.9% | -53.3% | -31.9% |
| YTD | +52.0% | +18.0% | +34.1% | +38.7% |
| 1Y | +58.6% | +11.3% | +47.3% | +48.4% |
| 3Y | +163.3% | +274.9% | -111.6% | +30.1% |
| 5Y | +108.7% | +300.6% | -191.9% | -1.3% |
| 10Y | +237.8% | +944.2% | -706.4% | -1.3% |
| All | +946.2% | +11,191.9% | -10,245.7% | +12.1% |
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 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