+125.7%
EEM vs APO
+936.6%
-810.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.2% | -1.5% |
| 7D | -0.7% | -4.9% | +4.2% | +0.7% |
| 30D | +2.4% | -8.4% | +10.8% | +4.8% |
| 3M | +4.2% | -2.1% | +6.2% | +4.4% |
| 6M | +14.8% | +19.2% | -4.5% | +8.4% |
| YTD | +23.1% | -10.5% | +33.6% | +25.4% |
| 1Y | +32.5% | -2.7% | +35.2% | +31.1% |
| 3Y | +85.9% | +52.5% | +33.4% | +54.5% |
| 5Y | +43.6% | +132.1% | -88.5% | +1.1% |
| All | +125.7% | +936.6% | -810.9% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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