+282.2%
APH vs EMR
+80.8%
+201.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -15.6% |
| 3M | -12.4% | +3.8% | -16.2% | -14.2% |
| 6M | +8.1% | +10.5% | -2.5% | +1.6% |
| YTD | +10.9% | +23.7% | -12.8% | -3.9% |
| 1Y | +8.8% | +25.4% | -16.6% | -6.6% |
| 3Y | +262.1% | +86.6% | +175.5% | +136.0% |
| All | +282.2% | +80.8% | +201.4% | +147.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling