+500.0%
APP vs IBN
+131.7%
+368.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.2% | +5.7% | +7.1% |
| 7D | +71.2% | +15.1% | +56.1% | +57.8% |
| 30D | +39.1% | +21.6% | +17.4% | +23.6% |
| 3M | +16.5% | +11.2% | +5.4% | +9.4% |
| 6M | -16.6% | +27.8% | -44.3% | -28.4% |
| YTD | -41.9% | +14.7% | -56.6% | -47.1% |
| 1Y | -37.0% | +14.4% | -51.4% | -42.7% |
| 3Y | +892.4% | +52.1% | +840.3% | +608.0% |
| 5Y | +297.3% | +70.7% | +226.6% | +156.1% |
| All | +500.0% | +131.7% | +368.3% | +230.0% |
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