-5.9%
APO vs IWD
+30.1%
-36.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -1.8% |
| 3M | -12.0% | +2.7% | -14.6% | -15.0% |
| 6M | -5.0% | +13.2% | -18.2% | -19.0% |
| YTD | -14.0% | +26.8% | -40.8% | -37.0% |
| 1Y | -5.9% | +29.3% | -35.2% | -32.9% |
| All | -5.9% | +30.1% | -36.0% | -32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling