+341.0%
EMR vs APO
+1,604.8%
-1,263.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -2.0% | +0.2% | -2.1% | -2.0% |
| 30D | +2.8% | +3.1% | -0.3% | +1.4% |
| 3M | +2.0% | -12.0% | +14.0% | +6.6% |
| 6M | +20.7% | -5.0% | +25.7% | +22.2% |
| YTD | +27.3% | -14.0% | +41.3% | +32.8% |
| 1Y | +31.0% | -5.9% | +36.9% | +31.9% |
| 3Y | +103.6% | +51.6% | +52.0% | +66.8% |
| 5Y | +88.6% | +80.8% | +7.8% | +39.1% |
| 10Y | +280.6% | +839.9% | -559.3% | +52.0% |
| All | +341.0% | +1,604.8% | -1,263.8% | +37.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling