+1,651.7%
APO vs IBB
+586.0%
+1,065.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | -0.1% |
| 7D | +0.2% | -1.4% | +1.5% | +1.0% |
| 30D | +3.1% | +6.8% | -3.7% | -1.1% |
| 3M | -12.0% | +9.2% | -21.2% | -17.3% |
| 6M | -5.0% | +28.3% | -33.3% | -20.0% |
| YTD | -14.0% | +29.4% | -43.4% | -28.4% |
| 1Y | -5.9% | +33.2% | -39.1% | -23.2% |
| 3Y | +51.6% | +90.2% | -38.6% | -2.3% |
| 5Y | +80.8% | +44.0% | +36.8% | +38.8% |
| 10Y | +839.9% | +133.1% | +706.8% | +449.9% |
| All | +1,651.7% | +586.0% | +1,065.6% | +387.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling