+294.9%
APH vs IAG
+456.0%
-161.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.5% |
| 7D | +0.4% | +3.4% | -3.1% | 0.0% |
| 30D | -8.0% | -2.7% | -5.3% | -7.8% |
| 3M | -5.0% | -0.5% | -4.5% | -5.2% |
| 6M | +29.9% | -4.8% | +34.8% | +29.6% |
| YTD | +18.0% | +9.6% | +8.4% | +15.2% |
| 1Y | +11.3% | +32.2% | -20.9% | +6.6% |
| 3Y | +274.9% | +692.5% | -417.6% | +198.4% |
| All | +294.9% | +456.0% | -161.1% | +207.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling