+60.7%
APO vs IBB
+68.6%
-7.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.1% |
| 7D | -1.0% | +1.4% | -2.4% | -1.8% |
| 30D | +3.5% | +10.5% | -7.0% | -2.7% |
| 3M | +4.5% | +23.6% | -19.1% | -8.8% |
| 6M | +22.8% | +22.6% | +0.2% | +7.4% |
| YTD | -6.5% | +25.7% | -32.2% | -20.0% |
| 1Y | +0.8% | +51.4% | -50.5% | -25.4% |
| All | +60.7% | +68.6% | -7.9% | +7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling