+1,651.7%
APO vs EMB
+81.3%
+1,570.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | 0.0% |
| 7D | +0.2% | -0.4% | +0.6% | +0.8% |
| 30D | +3.1% | +1.5% | +1.6% | +0.9% |
| 3M | -12.0% | -1.6% | -10.4% | -9.5% |
| 6M | -5.0% | -1.5% | -3.5% | -2.4% |
| YTD | -14.0% | -0.1% | -13.9% | -13.6% |
| 1Y | -5.9% | +0.5% | -6.5% | -6.3% |
| 3Y | +51.6% | +30.2% | +21.3% | +2.4% |
| 5Y | +80.8% | +8.6% | +72.2% | +63.8% |
| 10Y | +839.9% | +36.9% | +803.1% | +554.5% |
| All | +1,651.7% | +81.3% | +1,570.4% | +758.9% |
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