+270.9%
APH vs IOT
+75.5%
+195.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | +4.9% | +0.9% | +4.0% | +4.8% |
| 30D | -5.4% | +1.4% | -6.8% | -5.6% |
| 3M | -5.5% | +0.5% | -6.0% | -5.8% |
| 6M | +25.9% | +50.3% | -24.4% | +17.6% |
| YTD | +16.4% | +16.7% | -0.3% | +11.8% |
| 1Y | +16.5% | +6.8% | +9.7% | +13.6% |
| 3Y | +270.9% | +75.5% | +195.4% | +238.3% |
| All | +270.9% | +75.5% | +195.4% | +238.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling