-3.9%
APO vs IWF
+7.1%
-10.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.3% |
| 7D | -3.5% | -0.9% | -2.6% | -2.9% |
| 30D | -6.6% | -1.7% | -4.8% | -5.4% |
| 3M | -3.3% | +0.7% | -3.9% | -3.8% |
| 6M | +22.6% | +8.6% | +14.0% | +15.7% |
| YTD | -9.8% | +3.5% | -13.3% | -12.2% |
| 1Y | -3.9% | +7.0% | -10.9% | -10.1% |
| All | -3.9% | +7.1% | -10.9% | -10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling