+296.4%
APH vs IOT
+66.5%
+229.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.7% |
| 7D | -5.0% | +0.8% | -5.9% | -5.1% |
| 30D | -8.4% | -0.2% | -8.1% | -8.4% |
| 3M | -4.5% | +4.0% | -8.5% | -5.5% |
| 6M | +25.3% | +39.4% | -14.1% | +17.9% |
| YTD | +18.9% | +16.9% | +2.0% | +13.4% |
| 1Y | +11.9% | +4.1% | +7.9% | +8.6% |
| 3Y | +278.0% | +72.7% | +205.2% | +230.6% |
| All | +296.4% | +66.5% | +229.9% | +220.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 10y: compounded portfolio wealth divided by compounded IOT 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…
10y analysis · Full analysis span regression · 6 months rolling