+54.8%
APO vs IOT
+24.7%
+30.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.1% | +0.1% |
| 7D | -1.0% | +5.1% | -6.0% | -2.0% |
| 30D | -0.4% | -3.0% | +2.7% | +0.1% |
| 3M | -0.9% | +15.0% | -15.8% | -4.6% |
| 6M | +22.1% | +13.1% | +9.0% | +16.8% |
| YTD | -8.4% | +9.0% | -17.4% | -12.6% |
| 1Y | -0.9% | +0.1% | -1.1% | -4.0% |
| All | +54.8% | +24.7% | +30.1% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 3y: compounded portfolio wealth divided by compounded IOT 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…
3y analysis · Full analysis span regression · 6 months rolling