+2,822.7%
APH vs EMB
+126.0%
+2,696.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -8.9% |
| 7D | -12.7% | -0.3% | -12.4% | -12.5% |
| 30D | -19.2% | +1.1% | -20.3% | -20.0% |
| 3M | -16.7% | -2.9% | -13.7% | -14.6% |
| 6M | +5.1% | -2.1% | +7.2% | +7.1% |
| YTD | +6.6% | -1.1% | +7.7% | +7.9% |
| 1Y | +3.9% | +0.3% | +3.6% | +4.1% |
| 3Y | +246.0% | +27.7% | +218.3% | +186.9% |
| 5Y | +268.0% | +6.0% | +262.0% | +251.3% |
| 10Y | +868.2% | +29.1% | +839.1% | +723.3% |
| All | +2,822.7% | +126.0% | +2,696.8% | +1,856.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling