+4,086.8%
APH vs IBKR
+1,369.6%
+2,717.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.0% |
| 7D | +5.0% | -3.3% | +8.2% | +6.1% |
| 30D | -3.9% | +4.5% | -8.3% | -5.8% |
| 3M | +13.0% | +6.5% | +6.5% | +9.5% |
| 6M | +25.2% | +34.2% | -9.0% | +10.1% |
| YTD | +22.9% | +44.5% | -21.5% | +4.8% |
| 1Y | +47.8% | +44.7% | +3.1% | +25.6% |
| 3Y | +283.0% | +306.7% | -23.7% | +112.1% |
| 5Y | +349.7% | +489.9% | -140.2% | +109.3% |
| 10Y | +1,061.2% | +1,019.5% | +41.7% | +294.6% |
| All | +4,086.8% | +1,369.6% | +2,717.2% | +881.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling