-35.9%
APP vs IBN
-4.0%
-31.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.9% | +2.4% |
| 7D | +0.9% | +1.4% | -0.5% | +0.6% |
| 30D | -23.3% | -0.3% | -22.9% | -23.3% |
| 3M | -42.6% | +17.1% | -59.8% | -44.2% |
| 6M | -33.6% | +3.4% | -37.0% | -34.9% |
| YTD | -52.4% | +2.5% | -55.0% | -53.9% |
| 1Y | -35.9% | -4.2% | -31.7% | -35.3% |
| All | -35.9% | -4.0% | -31.9% | -35.3% |
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 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