+153.1%
IWM vs APO
+858.3%
-705.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | -2.0% | +0.8% | -2.8% | -2.5% |
| 30D | -1.5% | +1.0% | -2.5% | -2.1% |
| 3M | -8.0% | -8.4% | +0.4% | -5.5% |
| 6M | -4.1% | -9.1% | +5.0% | -1.7% |
| YTD | +11.9% | -18.3% | +30.3% | +18.4% |
| 1Y | +15.0% | -8.0% | +23.0% | +15.8% |
| 3Y | +64.2% | +47.1% | +17.1% | +32.4% |
| 5Y | +20.4% | +67.2% | -46.8% | -11.1% |
| All | +153.1% | +858.3% | -705.2% | +1.5% |
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 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