-26.3%
APH vs IBKR
+45.1%
-71.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -4.7% | -43.1% | -44.9% |
| 7D | -48.7% | -4.0% | -44.7% | -46.0% |
| 30D | -51.9% | +4.5% | -56.4% | -51.4% |
| 3M | -43.6% | +6.5% | -50.0% | -43.7% |
| 6M | -37.5% | +34.2% | -71.7% | -45.5% |
| YTD | -38.6% | +44.5% | -83.1% | -48.6% |
| 1Y | -26.3% | +44.7% | -71.0% | -37.4% |
| All | -26.3% | +45.1% | -71.4% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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