+69.8%
APA vs IBB
+37.5%
+32.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +1.9% |
| 7D | -15.5% | -1.8% | -13.7% | -14.9% |
| 30D | +2.4% | +5.1% | -2.7% | 0.0% |
| 3M | +22.8% | +10.7% | +12.1% | +16.5% |
| 6M | +17.9% | +22.9% | -4.9% | +5.9% |
| YTD | +87.7% | +26.7% | +61.0% | +63.5% |
| 1Y | +94.2% | +35.1% | +59.1% | +62.6% |
| 3Y | +27.2% | +80.2% | -53.0% | -12.4% |
| All | +69.8% | +37.5% | +32.3% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling