+528.8%
APP vs IBN
+135.6%
+393.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.7% | +3.1% | +3.7% |
| 7D | +79.2% | +14.6% | +64.6% | +65.5% |
| 30D | +48.0% | +23.5% | +24.5% | +30.3% |
| 3M | +18.2% | +14.0% | +4.2% | +9.3% |
| 6M | -12.5% | +31.1% | -43.6% | -26.2% |
| YTD | -39.2% | +16.6% | -55.7% | -45.2% |
| 1Y | -33.9% | +14.9% | -48.8% | -40.0% |
| 3Y | +933.3% | +56.9% | +876.4% | +621.0% |
| 5Y | +295.9% | +69.7% | +226.2% | +154.3% |
| All | +528.8% | +135.6% | +393.3% | +242.2% |
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