+520.8%
APP vs IBN
+137.6%
+383.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.6% |
| 7D | +48.9% | +11.1% | +37.8% | +39.9% |
| 30D | +49.4% | +23.9% | +25.6% | +31.2% |
| 3M | +27.0% | +16.3% | +10.7% | +15.8% |
| 6M | -15.4% | +34.2% | -49.6% | -29.8% |
| YTD | -39.9% | +17.6% | -57.5% | -46.2% |
| 1Y | -32.0% | +13.8% | -45.8% | -37.8% |
| 3Y | +824.3% | +57.0% | +767.3% | +544.6% |
| 5Y | +252.4% | +75.3% | +177.1% | +123.2% |
| All | +520.8% | +137.6% | +383.3% | +235.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling