+171.7%
IWM vs APO
+943.6%
-771.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.1% |
| 7D | -1.1% | -1.0% | -0.2% | -0.8% |
| 30D | -3.1% | -0.4% | -2.7% | -3.2% |
| 3M | +2.2% | -0.9% | +3.1% | +1.9% |
| 6M | +15.1% | +22.1% | -7.1% | +4.9% |
| YTD | +18.6% | -8.4% | +26.9% | +20.4% |
| 1Y | +24.0% | -0.9% | +24.9% | +21.4% |
| 3Y | +63.7% | +56.1% | +7.6% | +29.3% |
| 5Y | +38.2% | +136.0% | -97.8% | -10.7% |
| 10Y | +171.7% | +949.3% | -777.6% | +2.3% |
| All | +171.7% | +943.6% | -771.9% | +2.3% |
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 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