+8.8%
APH vs IBB
+35.8%
-27.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.4% | +3.1% |
| 7D | -5.9% | -1.8% | -4.1% | -4.7% |
| 30D | -14.8% | +5.1% | -19.9% | -16.8% |
| 3M | -12.4% | +10.7% | -23.1% | -18.0% |
| 6M | +8.1% | +22.9% | -14.8% | -7.3% |
| YTD | +10.9% | +26.7% | -15.8% | -6.3% |
| 1Y | +8.8% | +35.1% | -26.3% | -11.0% |
| All | +8.8% | +35.8% | -27.0% | -11.0% |
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