+949.3%
APO vs EMB
+29.7%
+919.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.3% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -0.4% | -0.3% | -0.1% | +0.1% |
| 3M | -0.9% | -0.3% | -0.6% | -0.3% |
| 6M | +22.1% | +0.7% | +21.4% | +20.8% |
| YTD | -8.4% | +1.3% | -9.6% | -10.1% |
| 1Y | -0.9% | +4.7% | -5.6% | -7.9% |
| 3Y | +56.1% | +30.1% | +26.0% | +3.6% |
| 5Y | +136.0% | +6.9% | +129.2% | +120.1% |
| 10Y | +949.3% | +30.7% | +918.6% | +717.1% |
| All | +949.3% | +29.7% | +919.6% | +717.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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