-0.4%
APO vs IBN
-8.1%
+7.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.2% |
| 7D | -1.0% | -5.1% | +4.1% | +0.2% |
| 30D | -0.4% | -3.5% | +3.2% | +0.4% |
| 3M | -0.9% | +11.3% | -12.2% | -3.5% |
| 6M | +22.1% | +4.4% | +17.7% | +20.6% |
| YTD | -8.4% | -1.8% | -6.6% | -7.7% |
| All | -0.4% | -8.1% | +7.7% | -1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling