+951.3%
APH vs IBN
+368.7%
+582.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.7% | +6.6% | +7.7% |
| 7D | +1.1% | +14.6% | -13.5% | -3.2% |
| 30D | -7.5% | +23.5% | -31.0% | -13.7% |
| 3M | -4.4% | +14.0% | -18.4% | -8.6% |
| 6M | +26.5% | +31.1% | -4.7% | +15.6% |
| YTD | +20.0% | +16.6% | +3.5% | +13.8% |
| 1Y | +16.9% | +14.9% | +2.0% | +11.2% |
| 3Y | +288.5% | +56.9% | +231.6% | +231.1% |
| 5Y | +310.3% | +69.7% | +240.6% | +238.5% |
| 10Y | +951.3% | +365.4% | +585.9% | +576.9% |
| All | +951.3% | +368.7% | +582.6% | +576.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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