+916.7%
APO vs IEF
+3.8%
+912.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.7% |
| 7D | -3.5% | -1.3% | -2.2% | -4.5% |
| 30D | -6.6% | -1.7% | -4.8% | -7.8% |
| 3M | -3.3% | -2.5% | -0.7% | -5.2% |
| 6M | +22.6% | -3.3% | +25.8% | +19.3% |
| YTD | -9.8% | -2.8% | -7.0% | -11.8% |
| 1Y | -3.9% | -2.7% | -1.2% | -5.9% |
| 3Y | +52.5% | +8.9% | +43.6% | +62.9% |
| 5Y | +134.0% | -9.4% | +143.4% | +80.2% |
| All | +916.7% | +3.8% | +912.9% | +880.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 10y: compounded portfolio wealth divided by compounded IEF 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…
10y analysis · Full analysis span regression · 6 months rolling