+362.6%
APH vs IBKR
+495.5%
-132.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.4% |
| 3M | +10.3% | +3.0% | +7.3% | +8.2% |
| 6M | +25.2% | +33.9% | -8.7% | +9.3% |
| YTD | +24.6% | +42.5% | -17.9% | +5.8% |
| 1Y | +41.4% | +44.9% | -3.4% | +18.9% |
| 3Y | +297.8% | +293.0% | +4.8% | +125.8% |
| All | +362.6% | +495.5% | -132.9% | +111.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling