+908.2%
APO vs IBN
+316.4%
+591.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -2.1% |
| 7D | -4.9% | -5.5% | +0.6% | -2.4% |
| 30D | -8.4% | -3.4% | -5.0% | -7.0% |
| 3M | -2.1% | +8.7% | -10.7% | -5.9% |
| 6M | +19.2% | +3.7% | +15.5% | +16.6% |
| YTD | -10.5% | -2.4% | -8.2% | -10.2% |
| 1Y | -2.7% | -8.1% | +5.4% | +0.1% |
| 3Y | +52.5% | +26.3% | +26.1% | +34.3% |
| 5Y | +132.1% | +54.9% | +77.1% | +85.8% |
| All | +908.2% | +316.4% | +591.8% | +472.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling