+12,953.4%
APH vs IWD
+754.2%
+12,199.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.6% | -8.8% | -8.9% |
| 7D | -2.4% | +2.5% | -5.0% | -5.2% |
| 30D | -9.5% | +6.0% | -15.4% | -15.2% |
| 3M | -7.6% | +3.8% | -11.4% | -11.5% |
| 6M | +12.4% | +16.3% | -3.9% | -4.9% |
| YTD | +17.5% | +27.5% | -10.0% | -9.5% |
| 1Y | +16.4% | +32.8% | -16.4% | -14.1% |
| 3Y | +281.6% | +84.3% | +197.3% | +99.6% |
| 5Y | +317.7% | +75.7% | +242.0% | +131.9% |
| 10Y | +967.8% | +220.9% | +746.9% | +213.0% |
| All | +12,953.4% | +754.2% | +12,199.2% | +1,475.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling