-9.3%
IGV vs APA
+112.9%
-122.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.0% | -3.8% | -0.7% |
| 7D | -1.5% | +0.3% | -1.9% | -1.5% |
| 30D | -3.0% | +9.3% | -12.3% | -2.9% |
| 3M | +9.6% | +23.3% | -13.8% | +10.4% |
| 6M | +16.1% | +39.5% | -23.4% | +15.9% |
| YTD | -3.6% | +87.6% | -91.2% | -3.8% |
| All | -9.3% | +112.9% | -122.1% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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