+1,426.1%
APD vs IBB
+560.8%
+865.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.5% |
| 7D | -2.2% | +1.4% | -3.6% | -2.9% |
| 30D | +2.1% | +10.5% | -8.4% | -3.0% |
| 3M | +7.2% | +23.6% | -16.5% | -3.7% |
| 6M | +11.2% | +22.6% | -11.4% | -0.2% |
| YTD | +24.4% | +25.7% | -1.3% | +10.0% |
| 1Y | +6.7% | +51.4% | -44.7% | -14.0% |
| 3Y | +9.2% | +64.4% | -55.1% | -16.4% |
| 5Y | +27.4% | +22.1% | +5.2% | +10.9% |
| 10Y | +164.8% | +132.5% | +32.4% | +60.7% |
| All | +1,426.1% | +560.8% | +865.3% | +323.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling