+114.2%
APA vs IBN
-8.0%
+122.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.7% | +1.9% |
| 7D | +0.3% | -5.1% | +5.4% | -2.8% |
| 30D | +9.3% | -3.5% | +12.8% | +7.1% |
| 3M | +23.3% | +11.3% | +12.0% | +32.1% |
| 6M | +39.5% | +4.4% | +35.0% | +48.6% |
| YTD | +87.6% | -1.8% | +89.4% | +97.2% |
| 1Y | +114.2% | -8.0% | +122.2% | +127.0% |
| All | +114.2% | -8.0% | +122.2% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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