+18.9%
IWM vs APO
-5.6%
+24.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.1% | -6.6% | -0.2% |
| 7D | +1.0% | +8.2% | -7.2% | -0.8% |
| 30D | +0.2% | +6.4% | -6.2% | -1.2% |
| 3M | -5.6% | -7.4% | +1.8% | -4.3% |
| 6M | +2.7% | -4.2% | +6.9% | +3.0% |
| YTD | +16.2% | -14.1% | +30.3% | +21.1% |
| 1Y | +18.9% | -4.4% | +23.3% | +17.9% |
| All | +18.9% | -5.6% | +24.6% | +17.9% |
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