+10.3%
APA vs IBN
+29.3%
-19.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.5% | +4.4% | +1.7% |
| 7D | -1.7% | -2.2% | +0.5% | -1.8% |
| 30D | +15.7% | -2.3% | +18.0% | +15.6% |
| 3M | +16.5% | +15.9% | +0.6% | +16.5% |
| 6M | +35.1% | +5.6% | +29.5% | +36.3% |
| YTD | +82.2% | -0.1% | +82.3% | +85.0% |
| 1Y | +102.5% | -6.5% | +109.0% | +108.4% |
| 3Y | +10.3% | +29.3% | -19.0% | +7.8% |
| All | +10.3% | +29.3% | -19.0% | +7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling