+973.2%
IGV vs APH
+6,858.6%
-5,885.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -47.8% | +42.9% | +18.4% |
| 7D | -5.2% | -48.7% | +43.5% | +19.1% |
| 30D | +3.2% | -51.9% | +55.2% | +33.7% |
| 3M | +4.5% | -43.6% | +48.1% | +22.5% |
| 6M | +22.1% | -37.5% | +59.6% | +32.9% |
| YTD | -1.0% | -38.6% | +37.6% | +5.9% |
| 1Y | -2.1% | -26.3% | +24.2% | -6.4% |
| 3Y | +44.6% | +89.2% | -44.6% | -20.9% |
| 5Y | +22.2% | +119.8% | -97.7% | -38.1% |
| 10Y | +364.7% | +454.3% | -89.5% | +40.9% |
| All | +973.2% | +6,858.6% | -5,885.4% | -33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling