+282.2%
APH vs EMB
+6.0%
+276.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.7% | -9.7% | -9.5% |
| 6M | +8.1% | -2.8% | +10.9% | +12.0% |
| YTD | +10.9% | -1.1% | +12.1% | +12.9% |
| 1Y | +8.8% | 0.0% | +8.8% | +9.4% |
| 3Y | +262.1% | +28.8% | +233.3% | +180.0% |
| All | +282.2% | +6.0% | +276.1% | +271.7% |
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 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