+40.2%
IGV vs APH
+274.9%
-234.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.1% |
| 7D | -1.3% | +0.4% | -1.7% | -1.5% |
| 30D | -8.1% | -8.0% | -0.2% | -6.3% |
| 3M | -1.6% | -5.0% | +3.4% | -1.0% |
| 6M | +12.7% | +29.9% | -17.2% | +0.9% |
| YTD | -3.3% | +18.0% | -21.2% | -13.8% |
| 1Y | -7.9% | +11.3% | -19.2% | -15.8% |
| All | +40.2% | +274.9% | -234.7% | -38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling