+1,082.3%
APH vs IBKR
+1,011.6%
+70.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.2% | +2.4% | +3.7% |
| 7D | +1.4% | -1.3% | +2.7% | +2.0% |
| 30D | -1.2% | -0.2% | -1.0% | -1.3% |
| 3M | +10.3% | +3.0% | +7.3% | +8.3% |
| 6M | +25.2% | +33.9% | -8.7% | +10.1% |
| YTD | +24.6% | +42.5% | -17.9% | +6.7% |
| 1Y | +41.4% | +44.9% | -3.4% | +20.1% |
| 3Y | +297.8% | +293.0% | +4.8% | +126.4% |
| 5Y | +366.0% | +497.7% | -131.6% | +119.4% |
| All | +1,082.3% | +1,011.6% | +70.7% | +372.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling