+30.9%
EMR vs APO
-7.6%
+38.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | +0.7% | +8.1% | -7.4% | -2.0% |
| 30D | +3.5% | +3.4% | +0.1% | +2.1% |
| 3M | +5.9% | -6.6% | +12.6% | +8.3% |
| 6M | +19.4% | -7.1% | +26.5% | +21.9% |
| YTD | +27.7% | -14.1% | +41.8% | +39.0% |
| 1Y | +30.9% | -4.7% | +35.6% | +36.5% |
| All | +30.9% | -7.6% | +38.5% | +36.5% |
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 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