+67.0%
APO vs IBB
+37.5%
+29.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.2% | -1.7% |
| 7D | +0.8% | -1.8% | +2.6% | +2.1% |
| 30D | +1.0% | +5.1% | -4.0% | -2.7% |
| 3M | -8.4% | +10.7% | -19.1% | -15.8% |
| 6M | -9.1% | +22.9% | -32.0% | -23.6% |
| YTD | -18.3% | +26.7% | -45.0% | -33.5% |
| 1Y | -8.0% | +35.1% | -43.1% | -29.3% |
| 3Y | +47.1% | +80.2% | -33.1% | -14.3% |
| All | +67.0% | +37.5% | +29.5% | +14.4% |
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