+930.0%
APH vs EMR
+279.2%
+650.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.8% |
| 7D | +4.9% | +2.8% | +2.0% | +3.3% |
| 30D | -5.4% | +3.7% | -9.1% | -7.0% |
| 3M | -5.5% | +2.0% | -7.5% | -6.2% |
| 6M | +25.9% | +22.1% | +3.8% | +12.9% |
| YTD | +16.4% | +27.2% | -10.9% | +0.8% |
| 1Y | +16.5% | +32.0% | -15.5% | -1.2% |
| 3Y | +270.9% | +103.3% | +167.6% | +144.0% |
| 5Y | +289.5% | +88.2% | +201.3% | +164.0% |
| All | +930.0% | +279.2% | +650.8% | +408.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling