+839.9%
APO vs IWD
+205.2%
+634.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | -0.5% |
| 7D | +0.2% | -0.6% | +0.7% | +1.1% |
| 30D | +3.1% | +3.6% | -0.5% | -1.7% |
| 3M | -12.0% | +2.7% | -14.6% | -14.8% |
| 6M | -5.0% | +13.2% | -18.2% | -20.2% |
| YTD | -14.0% | +26.8% | -40.8% | -38.6% |
| 1Y | -5.9% | +29.3% | -35.2% | -34.7% |
| 3Y | +51.6% | +85.1% | -33.6% | -34.6% |
| 5Y | +80.8% | +74.2% | +6.6% | -12.5% |
| 10Y | +839.9% | +204.6% | +635.3% | +107.8% |
| All | +839.9% | +205.2% | +634.7% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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