+5,600.7%
APH vs IBN
+1,532.9%
+4,067.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.2% | -47.6% | -47.7% |
| 7D | -48.7% | +1.5% | -50.2% | -48.9% |
| 30D | -51.9% | -0.3% | -51.6% | -51.9% |
| 3M | -43.6% | +17.1% | -60.7% | -45.9% |
| 6M | -37.5% | +3.4% | -40.9% | -38.0% |
| YTD | -38.6% | +2.5% | -41.2% | -39.1% |
| 1Y | -26.3% | -4.2% | -22.2% | -25.7% |
| 3Y | +89.2% | +32.4% | +56.8% | +74.1% |
| 5Y | +119.8% | +59.2% | +60.6% | +91.7% |
| 10Y | +454.3% | +345.7% | +108.6% | +251.7% |
| All | +5,600.7% | +1,532.9% | +4,067.8% | +2,378.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling