+54.8%
APO vs IWF
+77.2%
-22.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.1% |
| 7D | -1.0% | +0.5% | -1.5% | -1.5% |
| 30D | -0.4% | -1.4% | +1.0% | +1.1% |
| 3M | -0.9% | +0.4% | -1.3% | -1.8% |
| 6M | +22.1% | +8.5% | +13.7% | +10.6% |
| YTD | -8.4% | +3.7% | -12.1% | -12.5% |
| 1Y | -0.9% | +8.5% | -9.4% | -10.7% |
| All | +54.8% | +77.2% | -22.3% | -15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling