+10,958.5%
APH vs IBN
+1,726.4%
+9,232.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.2% | -0.1% | +3.0% |
| 7D | -5.9% | +15.1% | -21.0% | -9.5% |
| 30D | -14.8% | +21.6% | -36.4% | -19.3% |
| 3M | -12.4% | +11.2% | -23.6% | -15.1% |
| 6M | +8.1% | +27.8% | -19.7% | +1.0% |
| YTD | +10.9% | +14.7% | -3.7% | +6.6% |
| 1Y | +8.8% | +14.4% | -5.6% | +4.5% |
| 3Y | +262.1% | +52.1% | +210.0% | +220.1% |
| 5Y | +283.1% | +70.7% | +212.4% | +227.4% |
| 10Y | +908.1% | +385.5% | +522.6% | +524.7% |
| All | +10,958.5% | +1,726.4% | +9,232.1% | +4,550.5% |
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