+132,206.3%
APH vs EMR
+2,950.3%
+129,256.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.9% | -0.1% |
| 7D | +5.0% | -1.5% | +6.5% | +5.7% |
| 30D | -3.9% | -5.6% | +1.7% | -1.0% |
| 3M | +13.0% | +7.9% | +5.0% | +8.1% |
| 6M | +25.2% | +6.0% | +19.1% | +20.7% |
| YTD | +22.9% | +16.4% | +6.5% | +11.8% |
| 1Y | +47.8% | +16.6% | +31.2% | +33.9% |
| 3Y | +283.0% | +62.9% | +220.2% | +185.5% |
| 5Y | +349.7% | +60.1% | +289.6% | +235.4% |
| 10Y | +1,061.2% | +268.7% | +792.5% | +422.0% |
| All | +132,206.3% | +2,950.3% | +129,256.0% | +28,658.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded EMR 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling