+278.0%
APH vs EMR
+106.0%
+172.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.2% |
| 7D | -5.0% | +0.7% | -5.7% | -5.3% |
| 30D | -8.4% | +3.5% | -11.9% | -9.9% |
| 3M | -4.5% | +5.9% | -10.4% | -7.4% |
| 6M | +25.3% | +19.4% | +5.8% | +13.2% |
| YTD | +18.9% | +27.7% | -8.7% | +1.7% |
| 1Y | +11.9% | +30.9% | -19.0% | -5.6% |
| 3Y | +278.0% | +104.2% | +173.8% | +156.0% |
| All | +278.0% | +106.0% | +172.0% | +156.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling