+91.9%
EMR vs APO
+75.6%
+16.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.7% | -0.3% | +2.6% |
| 7D | +2.1% | +2.3% | -0.1% | +1.1% |
| 30D | +4.8% | +3.0% | +1.8% | +3.3% |
| 3M | +7.5% | -3.7% | +11.2% | +8.5% |
| 6M | +20.9% | -7.5% | +28.3% | +23.7% |
| YTD | +29.2% | -14.5% | +43.7% | +35.5% |
| 1Y | +33.0% | -6.2% | +39.1% | +34.2% |
| 3Y | +109.8% | +51.9% | +57.8% | +73.0% |
| 5Y | +91.9% | +76.5% | +15.5% | +44.1% |
| All | +91.9% | +75.6% | +16.4% | +44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling