+137.9%
APO vs IBB
+22.5%
+115.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | 0.0% |
| 7D | -1.0% | +1.4% | -2.4% | -2.1% |
| 30D | +3.5% | +10.5% | -7.0% | -4.5% |
| 3M | +4.5% | +23.6% | -19.1% | -12.1% |
| 6M | +22.8% | +22.6% | +0.2% | +3.5% |
| YTD | -6.5% | +25.7% | -32.2% | -23.2% |
| 1Y | +0.8% | +51.4% | -50.5% | -29.8% |
| 3Y | +62.0% | +64.4% | -2.4% | +3.0% |
| All | +137.9% | +22.5% | +115.4% | +94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling