+35.1%
APD vs IBB
+42.2%
-7.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +1.6% |
| 7D | +3.8% | +2.2% | +1.6% | +3.6% |
| 30D | +14.1% | +6.3% | +7.8% | +13.4% |
| 3M | +8.2% | +16.3% | -8.1% | +6.6% |
| 6M | +7.5% | +30.0% | -22.4% | +4.6% |
| YTD | +31.7% | +31.1% | +0.5% | +26.6% |
| 1Y | +35.1% | +42.0% | -6.9% | +29.0% |
| All | +35.1% | +42.2% | -7.1% | +29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling