+88.8%
APA vs IVZ
+56.4%
+32.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.3% | -3.0% |
| 7D | +0.5% | +0.6% | -0.1% | +0.7% |
| 30D | +23.4% | +4.0% | +19.4% | +24.5% |
| 3M | +12.7% | +18.2% | -5.5% | +16.8% |
| 6M | +39.4% | +32.8% | +6.6% | +49.0% |
| YTD | +79.0% | +28.7% | +50.2% | +90.3% |
| 1Y | +88.8% | +55.4% | +33.5% | +121.2% |
| All | +88.8% | +56.4% | +32.4% | +121.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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