+262.1%
APH vs EMR
+85.7%
+176.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.2% | +4.3% | +4.2% |
| 7D | -5.9% | -1.6% | -4.4% | -5.0% |
| 30D | -14.8% | +2.0% | -16.8% | -15.5% |
| 3M | -12.4% | +3.8% | -16.2% | -14.1% |
| 6M | +8.1% | +10.5% | -2.5% | +2.0% |
| YTD | +10.9% | +23.7% | -12.8% | -3.0% |
| 1Y | +8.8% | +25.4% | -16.6% | -5.6% |
| 3Y | +262.1% | +86.6% | +175.5% | +165.0% |
| All | +262.1% | +85.7% | +176.4% | +165.0% |
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