+1,659.1%
APO vs EME
+2,199.1%
-540.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.3% | +2.0% |
| 7D | +5.8% | +8.4% | -2.6% | +1.7% |
| 30D | +8.9% | -11.5% | +20.4% | +14.2% |
| 3M | -13.6% | -20.6% | +7.0% | -5.3% |
| 6M | -5.4% | -28.5% | +23.1% | +7.3% |
| YTD | -13.6% | +8.0% | -21.6% | -22.2% |
| 1Y | -2.5% | +6.8% | -9.2% | -11.9% |
| 3Y | +50.9% | +213.9% | -163.0% | -27.9% |
| 5Y | +81.4% | +414.8% | -333.4% | -34.8% |
| 10Y | +843.9% | +916.9% | -73.0% | +121.7% |
| All | +1,659.1% | +2,199.1% | -540.0% | +177.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling