+1,804.4%
APO vs IBN
+293.1%
+1,511.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | -1.0% | +1.4% | -2.4% | -1.6% |
| 30D | +3.5% | -0.3% | +3.8% | +3.5% |
| 3M | +4.5% | +17.1% | -12.6% | -2.0% |
| 6M | +22.8% | +3.4% | +19.4% | +20.6% |
| YTD | -6.5% | +2.5% | -9.0% | -7.9% |
| 1Y | +0.8% | -4.2% | +5.0% | +1.7% |
| 3Y | +62.0% | +32.4% | +29.6% | +42.9% |
| 5Y | +138.2% | +59.2% | +79.1% | +95.6% |
| 10Y | +940.3% | +345.7% | +594.6% | +468.3% |
| All | +1,804.4% | +293.1% | +1,511.3% | +884.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling