+12.7%
EMR vs APA
+111.4%
-98.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.4% |
| 7D | -1.2% | +0.8% | -2.0% | -1.1% |
| 30D | -9.4% | +9.6% | -19.1% | -8.5% |
| 3M | +8.6% | +18.0% | -9.4% | +11.1% |
| 6M | +6.7% | +41.9% | -35.2% | +5.1% |
| YTD | +13.1% | +86.3% | -73.3% | +7.8% |
| 1Y | +12.7% | +97.9% | -85.1% | +8.3% |
| All | +12.7% | +111.4% | -98.6% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling