+12.2%
APH vs IWD
+29.5%
-17.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -1.0% |
| 7D | -5.0% | +1.6% | -6.6% | -6.6% |
| 30D | -8.4% | +3.6% | -11.9% | -12.3% |
| 3M | -4.5% | +2.0% | -6.6% | -6.8% |
| 6M | +25.3% | +13.1% | +12.2% | +4.0% |
| YTD | +18.9% | +26.2% | -7.3% | -18.2% |
| All | +12.2% | +29.5% | -17.2% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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