+16.4%
APH vs IBB
+42.2%
-25.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.6% | -8.8% | -7.5% |
| 7D | -2.4% | +2.2% | -4.6% | -3.6% |
| 30D | -9.5% | +6.3% | -15.8% | -12.5% |
| 3M | -7.6% | +16.3% | -23.9% | -16.3% |
| 6M | +12.4% | +30.0% | -17.6% | -7.4% |
| YTD | +17.5% | +31.1% | -13.6% | -3.0% |
| 1Y | +16.4% | +42.0% | -25.6% | -8.2% |
| All | +16.4% | +42.2% | -25.8% | -8.2% |
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