-7.7%
APO vs IBB
+30.0%
-37.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.8% |
| 7D | +3.5% | +1.6% | +1.8% | +3.1% |
| 30D | +4.4% | +6.7% | -2.3% | +3.4% |
| 3M | -12.1% | +6.3% | -18.4% | -12.8% |
| 6M | -7.2% | +23.9% | -31.2% | -11.6% |
| YTD | -15.1% | +26.6% | -41.7% | -19.7% |
| 1Y | -7.7% | +29.6% | -37.3% | -12.7% |
| All | -7.7% | +30.0% | -37.7% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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