+916.7%
APO vs EME
+1,362.1%
-445.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.3% | -3.5% | -1.3% |
| 7D | -3.5% | +3.5% | -7.0% | -5.2% |
| 30D | -6.6% | -6.3% | -0.2% | -4.0% |
| 3M | -3.3% | -3.8% | +0.5% | -3.6% |
| 6M | +22.6% | +8.5% | +14.1% | +13.5% |
| YTD | -9.8% | +27.8% | -37.6% | -24.3% |
| 1Y | -3.9% | +22.2% | -26.1% | -19.5% |
| 3Y | +52.5% | +253.5% | -201.0% | -33.2% |
| 5Y | +134.0% | +578.6% | -444.6% | -31.0% |
| All | +916.7% | +1,362.1% | -445.4% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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