+80.8%
APO vs IAG
+461.2%
-380.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.4% |
| 7D | +0.2% | +3.4% | -3.3% | -0.2% |
| 30D | +3.1% | -2.7% | +5.8% | +3.2% |
| 3M | -12.0% | -0.5% | -11.5% | -12.2% |
| 6M | -5.0% | -4.8% | -0.1% | -5.2% |
| YTD | -14.0% | +9.6% | -23.6% | -16.4% |
| 1Y | -5.9% | +32.2% | -38.1% | -10.4% |
| 3Y | +51.6% | +692.5% | -641.0% | +17.0% |
| 5Y | +80.8% | +447.6% | -366.8% | +35.1% |
| All | +80.8% | +461.2% | -380.4% | +35.1% |
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