+356.3%
IGV vs APO
+936.6%
-580.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.3% |
| 7D | -5.4% | -4.9% | -0.5% | -3.5% |
| 30D | -2.6% | -8.4% | +5.8% | +0.7% |
| 3M | +10.5% | -2.1% | +12.6% | +10.9% |
| 6M | +18.2% | +19.2% | -1.1% | +9.3% |
| YTD | -4.2% | -10.5% | +6.3% | -1.5% |
| 1Y | -9.8% | -2.7% | -7.1% | -10.8% |
| 3Y | +39.1% | +52.5% | -13.4% | +12.4% |
| 5Y | +21.2% | +132.1% | -110.9% | -18.4% |
| All | +356.3% | +936.6% | -580.3% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling