+230.1%
APA vs IBN
+1,532.9%
-1,302.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.0% |
| 7D | +0.5% | +1.4% | -0.9% | +0.2% |
| 30D | +23.4% | -0.3% | +23.7% | +23.4% |
| 3M | +12.7% | +17.1% | -4.4% | +7.5% |
| 6M | +39.4% | +3.4% | +36.0% | +36.5% |
| YTD | +79.0% | +2.5% | +76.4% | +75.2% |
| 1Y | +88.8% | -4.2% | +93.0% | +88.1% |
| 3Y | +6.4% | +32.4% | -26.0% | -4.3% |
| 5Y | +153.0% | +59.2% | +93.8% | +115.5% |
| 10Y | +7.5% | +345.7% | -338.1% | -30.6% |
| All | +230.1% | +1,532.9% | -1,302.8% | +45.2% |
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