+14.8%
IGV vs APA
+94.1%
-79.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.5% |
| 7D | +2.3% | +8.5% | -6.2% | +1.1% |
| 30D | -6.0% | +2.8% | -8.8% | -6.5% |
| 3M | -4.8% | +21.7% | -26.5% | -7.8% |
| 6M | +14.2% | +32.6% | -18.4% | +8.8% |
| YTD | -4.2% | +103.7% | -107.9% | -16.0% |
| 1Y | -5.3% | +101.8% | -107.1% | -16.9% |
| 3Y | +38.8% | +48.1% | -9.3% | +23.0% |
| All | +14.8% | +94.1% | -79.2% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling