-32.7%
APP vs IBB
+30.0%
-62.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.6% | -2.2% |
| 7D | +10.6% | +1.6% | +8.9% | +10.3% |
| 30D | +44.6% | +6.7% | +37.9% | +39.1% |
| 3M | +29.6% | +6.3% | +23.3% | +24.9% |
| 6M | -19.8% | +23.9% | -43.7% | -27.1% |
| YTD | -41.6% | +26.6% | -68.2% | -47.4% |
| 1Y | -32.7% | +29.6% | -62.3% | -38.8% |
| All | -32.7% | +30.0% | -62.7% | -38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling