+107.2%
APA vs IBB
+42.2%
+65.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.6% | -9.5% | -5.9% |
| 7D | -13.0% | +2.2% | -15.2% | -12.2% |
| 30D | +2.0% | +6.3% | -4.4% | +4.6% |
| 3M | +24.9% | +16.3% | +8.6% | +32.6% |
| 6M | +7.2% | +30.0% | -22.8% | +20.6% |
| YTD | +87.1% | +31.1% | +55.9% | +108.6% |
| 1Y | +107.2% | +42.0% | +65.2% | +126.2% |
| All | +107.2% | +42.2% | +65.0% | +126.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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