+21.2%
IGV vs APO
+136.0%
-114.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | -1.5% | -1.0% | -0.5% | -1.1% |
| 30D | -3.0% | -0.4% | -2.7% | -3.0% |
| 3M | +9.6% | -0.9% | +10.5% | +9.4% |
| 6M | +16.1% | +22.1% | -6.0% | +4.8% |
| YTD | -3.6% | -8.4% | +4.7% | -1.4% |
| 1Y | -7.8% | -0.9% | -6.9% | -9.9% |
| 3Y | +40.0% | +56.1% | -16.2% | +4.1% |
| 5Y | +21.2% | +136.0% | -114.8% | -30.5% |
| All | +21.2% | +136.0% | -114.8% | -30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling