+1,804.4%
APO vs IWD
+424.0%
+1,380.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | +0.3% |
| 7D | -1.0% | -0.3% | -0.7% | -0.7% |
| 30D | +3.5% | +0.6% | +2.9% | +2.8% |
| 3M | +4.5% | +7.2% | -2.7% | -4.6% |
| 6M | +22.8% | +16.2% | +6.6% | +0.7% |
| YTD | -6.5% | +23.3% | -29.8% | -29.0% |
| 1Y | +0.8% | +29.6% | -28.7% | -28.0% |
| 3Y | +62.0% | +70.5% | -8.5% | -16.3% |
| 5Y | +138.2% | +73.5% | +64.8% | +24.9% |
| 10Y | +940.3% | +198.3% | +742.0% | +200.0% |
| All | +1,804.4% | +424.0% | +1,380.4% | +236.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling