+4,298.5%
EMR vs APA
+871.0%
+3,427.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.4% | -1.5% |
| 7D | +0.7% | -5.5% | +6.2% | +1.9% |
| 30D | +3.5% | -1.2% | +4.7% | +3.5% |
| 3M | +5.9% | +10.6% | -4.6% | +2.7% |
| 6M | +19.4% | +28.4% | -9.0% | +10.4% |
| YTD | +27.7% | +89.7% | -62.1% | +5.6% |
| 1Y | +30.9% | +90.6% | -59.7% | +7.9% |
| 3Y | +104.2% | +36.9% | +67.3% | +75.8% |
| 5Y | +89.6% | +83.2% | +6.4% | +44.8% |
| 10Y | +280.0% | -0.1% | +280.1% | +164.7% |
| All | +4,298.5% | +871.0% | +3,427.5% | +2,352.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling