-9.3%
IGV vs APO
-1.3%
-8.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -1.5% | -1.0% | -0.5% | -1.2% |
| 30D | -3.0% | -0.4% | -2.7% | -2.9% |
| 3M | +9.6% | -0.9% | +10.5% | +9.7% |
| 6M | +16.1% | +22.1% | -6.0% | +9.7% |
| YTD | -3.6% | -8.4% | +4.7% | -3.6% |
| All | -9.3% | -1.3% | -8.0% | -10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling