+137.0%
APO vs IBN
+56.7%
+80.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | 0.0% |
| 7D | +0.1% | -2.2% | +2.3% | +1.3% |
| 30D | +3.9% | -2.3% | +6.1% | +5.1% |
| 3M | +3.8% | +15.9% | -12.1% | -4.7% |
| 6M | +22.3% | +5.6% | +16.7% | +17.9% |
| YTD | -7.8% | -0.1% | -7.7% | -8.4% |
| 1Y | -0.3% | -6.5% | +6.2% | +2.4% |
| 3Y | +57.1% | +29.3% | +27.8% | +30.1% |
| 5Y | +137.0% | +56.6% | +80.4% | +67.3% |
| All | +137.0% | +56.7% | +80.2% | +67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling