+262.1%
APH vs EME
+191.8%
+70.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.2% | +1.9% | +2.9% |
| 7D | -5.9% | -10.5% | +4.5% | +0.1% |
| 30D | -14.8% | -22.4% | +7.6% | -2.1% |
| 3M | -12.4% | -24.7% | +12.3% | +2.0% |
| 6M | +8.1% | -35.5% | +43.5% | +35.9% |
| YTD | +10.9% | -0.3% | +11.3% | +9.6% |
| 1Y | +8.8% | -6.7% | +15.5% | +11.3% |
| 3Y | +262.1% | +190.6% | +71.4% | +117.4% |
| All | +262.1% | +191.8% | +70.3% | +117.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 3y: compounded portfolio wealth divided by compounded EME 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…
3y analysis · Full analysis span regression · 6 months rolling