-9.2%
IGV vs APH
+15.1%
-24.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.2% | -5.6% | +1.7% |
| 7D | -0.4% | +1.1% | -1.5% | -0.7% |
| 30D | -9.9% | -7.5% | -2.5% | -9.5% |
| 3M | -1.2% | -4.4% | +3.2% | -1.1% |
| 6M | +11.3% | +26.5% | -15.1% | +7.8% |
| YTD | -4.0% | +20.0% | -24.0% | -9.7% |
| All | -9.2% | +15.1% | -24.3% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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