+306.5%
IVV vs APO
+857.2%
-550.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.5% |
| 7D | -2.7% | +0.8% | -3.5% | -3.1% |
| 30D | -5.4% | +1.0% | -6.4% | -5.9% |
| 3M | -4.1% | -8.4% | +4.3% | -1.9% |
| 6M | +0.7% | -9.1% | +9.8% | +2.8% |
| YTD | +8.7% | -18.3% | +27.1% | +13.8% |
| 1Y | +11.0% | -8.0% | +19.0% | +11.5% |
| 3Y | +75.4% | +47.1% | +28.4% | +45.7% |
| 5Y | +68.3% | +67.2% | +1.2% | +29.2% |
| All | +306.5% | +857.2% | -550.7% | +94.4% |
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