+1,804.4%
APO vs EMB
+84.3%
+1,720.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | +3.5% | -0.3% | +3.8% | +4.0% |
| 3M | +4.5% | -0.4% | +5.0% | +5.3% |
| 6M | +22.8% | +0.1% | +22.7% | +22.7% |
| YTD | -6.5% | +1.6% | -8.1% | -8.7% |
| 1Y | +0.8% | +5.6% | -4.8% | -7.3% |
| 3Y | +62.0% | +29.8% | +32.1% | +9.7% |
| 5Y | +138.2% | +7.3% | +131.0% | +119.3% |
| 10Y | +940.3% | +30.4% | +909.8% | +657.3% |
| All | +1,804.4% | +84.3% | +1,720.1% | +808.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling