-9.7%
IGV vs APTV
-44.8%
+35.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -2.9% | -5.0% | +2.1% | -2.4% |
| 30D | -1.5% | -6.1% | +4.6% | -0.9% |
| 3M | +11.7% | -33.0% | +44.7% | +17.4% |
| 6M | +18.4% | -35.2% | +53.7% | +25.2% |
| YTD | -3.9% | -40.1% | +36.2% | +3.3% |
| 1Y | -9.7% | -45.6% | +35.9% | +0.6% |
| All | -9.7% | -44.8% | +35.1% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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