+262.1%
APH vs IBN
+51.2%
+210.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.2% | -0.1% | +3.1% |
| 7D | -5.9% | +15.1% | -21.0% | -9.4% |
| 30D | -14.8% | +21.6% | -36.4% | -19.5% |
| 3M | -12.4% | +11.2% | -23.6% | -14.9% |
| 6M | +8.1% | +27.8% | -19.7% | +0.2% |
| YTD | +10.9% | +14.7% | -3.7% | +5.2% |
| 1Y | +8.8% | +14.4% | -5.6% | +3.1% |
| 3Y | +262.1% | +52.1% | +210.0% | +230.1% |
| All | +262.1% | +51.2% | +210.8% | +230.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling