+352.8%
APH vs EMB
+7.3%
+345.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +0.2% | +0.3% | -0.1% | -0.1% |
| 30D | -3.3% | -0.5% | -2.9% | -2.8% |
| 3M | +14.0% | +0.3% | +13.7% | +13.6% |
| 6M | +24.4% | +1.2% | +23.3% | +23.1% |
| YTD | +21.4% | +1.5% | +20.0% | +19.9% |
| 1Y | +48.9% | +4.8% | +44.1% | +41.9% |
| 3Y | +290.1% | +30.4% | +259.8% | +197.4% |
| 5Y | +352.8% | +7.3% | +345.6% | +321.1% |
| All | +352.8% | +7.3% | +345.5% | +321.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling