+41.1%
IGV vs APA
+9.3%
+31.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.7% | -2.0% |
| 7D | -3.3% | -1.7% | -1.6% | -3.2% |
| 30D | 0.0% | +15.7% | -15.8% | -1.6% |
| 3M | +7.3% | +16.5% | -9.1% | +5.5% |
| 6M | +16.7% | +35.1% | -18.4% | +11.6% |
| YTD | -2.8% | +82.2% | -85.1% | -11.1% |
| 1Y | -6.7% | +102.5% | -109.1% | -16.5% |
| 3Y | +41.1% | +10.3% | +30.8% | +19.2% |
| All | +41.1% | +9.3% | +31.8% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling