+300.2%
APH vs IOT
+69.6%
+230.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.1% | +5.2% | +7.8% |
| 7D | +1.1% | +0.8% | +0.3% | +1.0% |
| 30D | -7.5% | +1.6% | -9.1% | -7.8% |
| 3M | -4.4% | +3.3% | -7.7% | -5.3% |
| 6M | +26.5% | +42.0% | -15.5% | +18.7% |
| YTD | +20.0% | +19.1% | +0.9% | +14.2% |
| 1Y | +16.9% | +8.8% | +8.1% | +12.7% |
| 3Y | +288.5% | +79.2% | +209.3% | +238.1% |
| All | +300.2% | +69.6% | +230.6% | +222.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling