+136.0%
APO vs IAG
+804.8%
-668.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.8% | -0.8% |
| 7D | -1.0% | +1.7% | -2.7% | -1.1% |
| 30D | -0.4% | +11.4% | -11.8% | -1.3% |
| 3M | -0.9% | +33.0% | -33.9% | -3.5% |
| 6M | +22.1% | -6.0% | +28.1% | +21.8% |
| YTD | -8.4% | +24.6% | -32.9% | -11.7% |
| 1Y | -0.9% | +105.0% | -105.9% | -9.8% |
| 3Y | +56.1% | +837.9% | -781.8% | +18.4% |
| 5Y | +136.0% | +817.0% | -681.0% | +65.0% |
| All | +136.0% | +804.8% | -668.8% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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