+23.5%
IGV vs APH
+350.9%
-327.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.6% |
| 7D | -4.5% | +5.0% | -9.5% | -6.6% |
| 30D | +3.2% | -3.9% | +7.1% | +4.7% |
| 3M | +4.5% | +13.0% | -8.4% | -3.1% |
| 6M | +22.1% | +25.2% | -3.0% | +5.3% |
| YTD | -1.0% | +22.9% | -24.0% | -17.0% |
| 1Y | -2.1% | +47.8% | -49.9% | -28.4% |
| 3Y | +44.6% | +283.0% | -238.4% | -52.4% |
| All | +23.5% | +350.9% | -327.4% | -65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling