+12.4%
EMR vs APO
-2.1%
+14.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +2.3% |
| 7D | -0.4% | -3.5% | +3.1% | +0.7% |
| 30D | -6.8% | -6.6% | -0.2% | -4.9% |
| 3M | +7.5% | -3.3% | +10.7% | +8.1% |
| 6M | +9.9% | +22.6% | -12.7% | +4.1% |
| YTD | +16.0% | -9.8% | +25.7% | +18.8% |
| 1Y | +12.4% | -3.9% | +16.3% | +10.2% |
| All | +12.4% | -2.1% | +14.5% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling