+334.1%
IWM vs APO
+1,753.5%
-1,419.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +0.1% | -1.0% | +1.1% | +0.4% |
| 30D | -1.3% | +3.5% | -4.7% | -2.7% |
| 3M | +1.6% | +4.5% | -2.9% | -0.7% |
| 6M | +13.6% | +22.8% | -9.2% | +4.0% |
| YTD | +20.8% | -6.5% | +27.3% | +21.6% |
| 1Y | +26.4% | +0.8% | +25.6% | +23.2% |
| 3Y | +60.7% | +62.0% | -1.3% | +27.8% |
| 5Y | +38.2% | +138.2% | -100.1% | -7.2% |
| 10Y | +169.5% | +940.3% | -770.8% | +5.9% |
| All | +334.1% | +1,753.5% | -1,419.4% | +29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling