-26.3%
APH vs IAG
+119.5%
-145.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.1% | -47.9% | -47.8% |
| 7D | -48.7% | -4.9% | -43.8% | -48.2% |
| 30D | -51.9% | +28.9% | -80.8% | -54.6% |
| 3M | -43.6% | +19.1% | -62.7% | -46.1% |
| 6M | -37.5% | -10.3% | -27.3% | -37.8% |
| YTD | -38.6% | +24.2% | -62.8% | -42.6% |
| 1Y | -26.3% | +116.5% | -142.8% | -33.2% |
| All | -26.3% | +119.5% | -145.8% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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