+745.2%
IGV vs APO
+1,612.1%
-866.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.9% |
| 7D | +2.3% | +5.8% | -3.4% | +0.3% |
| 30D | -6.0% | +8.9% | -14.9% | -9.1% |
| 3M | -4.8% | -13.6% | +8.9% | -0.2% |
| 6M | +14.2% | -5.4% | +19.6% | +15.4% |
| YTD | -4.2% | -13.6% | +9.4% | -0.9% |
| 1Y | -5.3% | -2.5% | -2.8% | -6.2% |
| 3Y | +38.8% | +50.9% | -12.1% | +15.0% |
| 5Y | +14.2% | +81.4% | -67.2% | -13.2% |
| 10Y | +357.6% | +843.9% | -486.3% | +101.1% |
| All | +745.2% | +1,612.1% | -866.9% | +193.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling