+11.9%
APH vs EMB
+0.5%
+11.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.5% |
| 7D | -5.0% | +0.5% | -5.5% | -6.0% |
| 30D | -8.4% | +0.9% | -9.2% | -10.3% |
| 3M | -4.5% | -2.1% | -2.4% | +1.4% |
| 6M | +25.3% | -2.2% | +27.5% | +33.3% |
| YTD | +18.9% | -0.6% | +19.5% | +22.4% |
| 1Y | +11.9% | +0.2% | +11.7% | +10.7% |
| All | +11.9% | +0.5% | +11.4% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling