+355.9%
APH vs IBN
+61.6%
+294.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | +5.0% | +1.4% | +3.6% | +4.4% |
| 30D | -3.9% | -0.3% | -3.5% | -3.8% |
| 3M | +13.0% | +17.1% | -4.1% | +5.9% |
| 6M | +25.2% | +3.4% | +21.8% | +22.9% |
| YTD | +22.9% | +2.5% | +20.4% | +20.9% |
| 1Y | +47.8% | -4.2% | +52.0% | +48.4% |
| 3Y | +283.0% | +32.4% | +250.6% | +231.4% |
| All | +355.9% | +61.6% | +294.4% | +252.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling