+25.0%
IWM vs APO
+1.0%
+23.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.2% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | -2.3% | +3.9% | -6.2% | -3.3% |
| 3M | +4.0% | +3.8% | +0.2% | +2.7% |
| 6M | +17.9% | +22.3% | -4.3% | +11.7% |
| YTD | +20.2% | -7.8% | +28.0% | +22.7% |
| 1Y | +25.0% | -0.3% | +25.3% | +23.2% |
| All | +25.0% | +1.0% | +23.9% | +23.2% |
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