+3,272.0%
APH vs EMB
+132.1%
+3,139.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.8% |
| 7D | +5.0% | 0.0% | +5.0% | +5.0% |
| 30D | -3.9% | -0.3% | -3.6% | -3.6% |
| 3M | +13.0% | -0.4% | +13.4% | +13.4% |
| 6M | +25.2% | +0.1% | +25.0% | +25.4% |
| YTD | +22.9% | +1.6% | +21.3% | +21.8% |
| 1Y | +47.8% | +5.6% | +42.2% | +41.9% |
| 3Y | +283.0% | +29.8% | +253.2% | +213.2% |
| 5Y | +349.7% | +7.3% | +342.4% | +324.4% |
| 10Y | +1,061.2% | +30.4% | +1,030.8% | +874.4% |
| All | +3,272.0% | +132.1% | +3,139.8% | +2,107.8% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling