+262.6%
APA vs IBN
+1,772.2%
-1,509.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.7% |
| 7D | +5.1% | +11.1% | -6.1% | +2.0% |
| 30D | +0.3% | +23.9% | -23.6% | -5.7% |
| 3M | +15.6% | +16.3% | -0.7% | +10.4% |
| 6M | +28.9% | +34.2% | -5.3% | +17.8% |
| YTD | +96.6% | +17.6% | +79.0% | +84.6% |
| 1Y | +95.5% | +13.8% | +81.7% | +85.4% |
| 3Y | +41.8% | +57.0% | -15.2% | +21.3% |
| 5Y | +85.4% | +75.3% | +10.1% | +53.3% |
| 10Y | +4.5% | +388.7% | -384.1% | -34.3% |
| All | +262.6% | +1,772.2% | -1,509.6% | +53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling