+32.0%
EMR vs APO
-7.6%
+39.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.4% |
| 7D | +2.7% | +3.5% | -0.8% | +1.4% |
| 30D | +2.1% | +4.4% | -2.3% | +0.5% |
| 3M | +2.3% | -12.1% | +14.3% | +6.8% |
| 6M | +22.5% | -7.2% | +29.7% | +25.1% |
| YTD | +27.2% | -15.1% | +42.3% | +38.8% |
| All | +32.0% | -7.6% | +39.6% | +37.3% |
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