+908.2%
APO vs IWF
+418.7%
+489.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.3% |
| 7D | -4.9% | -1.7% | -3.2% | -3.0% |
| 30D | -8.4% | -1.8% | -6.6% | -6.5% |
| 3M | -2.1% | +1.5% | -3.5% | -4.1% |
| 6M | +19.2% | +7.7% | +11.5% | +8.6% |
| YTD | -10.5% | +2.7% | -13.2% | -13.9% |
| 1Y | -2.7% | +6.8% | -9.5% | -10.7% |
| 3Y | +52.5% | +76.9% | -24.4% | -20.0% |
| 5Y | +132.1% | +73.4% | +58.7% | +25.2% |
| All | +908.2% | +418.7% | +489.6% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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