+30.8%
IBKR vs APO
+19.0%
+11.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.4% | -0.1% |
| 7D | -3.8% | -4.9% | +1.1% | -2.0% |
| 30D | -0.3% | -8.4% | +8.1% | +2.8% |
| 3M | +4.8% | -2.1% | +6.8% | +5.1% |
| 6M | +30.8% | +19.2% | +11.5% | +22.0% |
| All | +30.8% | +19.0% | +11.8% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 6mo: compounded portfolio wealth divided by compounded APO 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…
6mo analysis · Full analysis span regression · 6 months rolling