+16.4%
APH vs IWF
-1.6%
+18.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.4% | -6.5% | -6.7% |
| 7D | -2.4% | -4.2% | +1.7% | +3.5% |
| 30D | -9.5% | -8.1% | -1.3% | +2.2% |
| 3M | -7.6% | -5.1% | -2.6% | -0.3% |
| 6M | +12.4% | -1.4% | +13.8% | +15.3% |
| YTD | +17.5% | -0.1% | +17.6% | +19.4% |
| 1Y | +16.4% | -1.3% | +17.7% | +21.3% |
| All | +16.4% | -1.6% | +18.0% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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