+930.0%
APH vs IBN
+385.6%
+544.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.9% |
| 7D | +4.9% | +1.9% | +3.0% | +4.3% |
| 30D | -5.4% | +22.1% | -27.5% | -11.4% |
| 3M | -5.5% | +17.1% | -22.6% | -10.4% |
| 6M | +25.9% | +35.5% | -9.6% | +13.9% |
| YTD | +16.4% | +16.8% | -0.4% | +10.2% |
| 1Y | +16.5% | +12.4% | +4.1% | +11.6% |
| 3Y | +270.9% | +58.0% | +212.8% | +215.2% |
| 5Y | +289.5% | +73.7% | +215.8% | +219.0% |
| All | +930.0% | +385.6% | +544.4% | +560.0% |
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