+355.9%
APH vs IBB
+22.5%
+333.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.4% |
| 7D | +5.0% | +1.4% | +3.5% | +4.0% |
| 30D | -3.9% | +10.5% | -14.4% | -9.9% |
| 3M | +13.0% | +23.6% | -10.7% | -1.5% |
| 6M | +25.2% | +22.6% | +2.5% | +9.5% |
| YTD | +22.9% | +25.7% | -2.7% | +6.1% |
| 1Y | +47.8% | +51.4% | -3.5% | +13.7% |
| 3Y | +283.0% | +64.4% | +218.6% | +176.8% |
| All | +355.9% | +22.5% | +333.4% | +251.2% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling