+78.7%
APO vs EME
+410.0%
-331.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.3% | +2.0% |
| 7D | +5.8% | +8.4% | -2.6% | +2.3% |
| 30D | +8.9% | -11.5% | +20.4% | +13.5% |
| 3M | -13.6% | -20.6% | +7.0% | -6.2% |
| 6M | -5.4% | -28.5% | +23.1% | +6.7% |
| YTD | -13.6% | +8.0% | -21.6% | -22.5% |
| 1Y | -2.5% | +6.8% | -9.2% | -12.2% |
| 3Y | +50.9% | +213.9% | -163.0% | -35.5% |
| All | +78.7% | +410.0% | -331.3% | -52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling