+957.6%
APO vs IWD
+198.0%
+759.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | +0.4% |
| 7D | -1.0% | -0.3% | -0.7% | -0.6% |
| 30D | +3.5% | +0.6% | +2.9% | +2.7% |
| 3M | +4.5% | +7.2% | -2.7% | -5.4% |
| 6M | +22.8% | +16.2% | +6.6% | -1.2% |
| YTD | -6.5% | +23.3% | -29.8% | -30.8% |
| 1Y | +0.8% | +29.6% | -28.7% | -30.3% |
| 3Y | +62.0% | +70.5% | -8.5% | -21.6% |
| 5Y | +138.2% | +73.5% | +64.8% | +16.6% |
| All | +957.6% | +198.0% | +759.6% | +171.7% |
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