+6.1%
APA vs EMB
+36.5%
-30.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +2.1% |
| 7D | +8.5% | -0.9% | +9.4% | +10.2% |
| 30D | +2.8% | +0.4% | +2.4% | +1.7% |
| 3M | +21.7% | -3.1% | +24.8% | +28.1% |
| 6M | +32.6% | -2.1% | +34.7% | +35.6% |
| YTD | +103.7% | -1.1% | +104.8% | +101.3% |
| 1Y | +101.8% | -0.1% | +101.9% | +95.2% |
| 3Y | +48.1% | +29.6% | +18.5% | -14.8% |
| 5Y | +91.9% | +7.2% | +84.7% | +74.5% |
| All | +6.1% | +36.5% | -30.3% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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