+50.8%
APH vs IBN
-3.9%
+54.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.2% |
| 7D | +5.0% | +1.4% | +3.6% | +4.3% |
| 30D | -3.9% | -0.3% | -3.5% | -3.8% |
| 3M | +13.0% | +17.1% | -4.1% | +4.8% |
| 6M | +25.2% | +3.4% | +21.8% | +17.6% |
| YTD | +22.9% | +2.5% | +20.4% | +15.2% |
| All | +50.8% | -3.9% | +54.7% | +39.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling