+871.6%
APH vs EMB
+30.1%
+841.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.1% |
| 7D | -5.9% | -0.1% | -5.8% | -5.9% |
| 30D | -14.8% | +1.3% | -16.1% | -16.2% |
| 3M | -12.4% | -2.2% | -10.2% | -10.0% |
| 6M | +8.1% | -2.3% | +10.4% | +11.4% |
| YTD | +10.9% | -0.6% | +11.6% | +12.3% |
| 1Y | +8.8% | +0.5% | +8.3% | +8.7% |
| 3Y | +262.1% | +29.4% | +232.6% | +170.9% |
| 5Y | +283.1% | +6.5% | +276.6% | +263.8% |
| All | +871.6% | +30.1% | +841.5% | +675.6% |
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