+853.3%
APO vs IVZ
+43.7%
+809.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | +0.5% |
| 7D | +5.8% | +7.6% | -1.9% | +1.6% |
| 30D | +8.9% | +4.3% | +4.6% | +6.2% |
| 3M | -13.6% | -9.3% | -4.3% | -9.2% |
| 6M | -5.4% | +5.2% | -10.6% | -8.7% |
| YTD | -13.6% | +13.4% | -27.1% | -20.3% |
| 1Y | -2.5% | +25.4% | -27.9% | -14.8% |
| 3Y | +50.9% | +152.5% | -101.6% | -12.0% |
| 5Y | +81.4% | +36.7% | +44.7% | +42.6% |
| All | +853.3% | +43.7% | +809.7% | +528.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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