+1,473.9%
APH vs EMB
+132.1%
+1,341.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.1% | -47.9% | -47.9% |
| 7D | -48.7% | -0.3% | -48.4% | -48.6% |
| 30D | -51.9% | -0.3% | -51.6% | -51.9% |
| 3M | -43.6% | -0.4% | -43.1% | -43.4% |
| 6M | -37.5% | +0.1% | -37.7% | -37.5% |
| YTD | -38.6% | +1.6% | -40.2% | -39.3% |
| 1Y | -26.3% | +5.6% | -31.9% | -29.4% |
| 3Y | +89.2% | +29.8% | +59.4% | +54.6% |
| 5Y | +119.8% | +7.3% | +112.5% | +107.2% |
| 10Y | +454.3% | +30.4% | +423.8% | +364.6% |
| All | +1,473.9% | +132.1% | +1,341.8% | +929.5% |
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