+853.3%
APO vs IWF
+383.8%
+469.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.9% | +3.0% |
| 7D | +5.8% | +2.8% | +2.9% | +2.5% |
| 30D | +8.9% | -7.5% | +16.4% | +17.9% |
| 3M | -13.6% | -8.5% | -5.2% | -5.5% |
| 6M | -5.4% | -7.4% | +2.0% | +1.6% |
| YTD | -13.6% | -2.6% | -11.0% | -12.5% |
| 1Y | -2.5% | -1.8% | -0.6% | -2.2% |
| 3Y | +50.9% | +65.5% | -14.6% | -15.6% |
| 5Y | +81.4% | +55.8% | +25.5% | +9.2% |
| All | +853.3% | +383.8% | +469.5% | +46.1% |
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