+2,577.5%
IBKR vs APO
+1,673.6%
+903.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.4% | 0.0% |
| 7D | -3.8% | -4.9% | +1.1% | -1.9% |
| 30D | -0.3% | -8.4% | +8.1% | +3.1% |
| 3M | +4.8% | -2.1% | +6.8% | +5.2% |
| 6M | +30.8% | +19.2% | +11.5% | +21.2% |
| YTD | +39.5% | -10.5% | +50.0% | +44.1% |
| 1Y | +43.7% | -2.7% | +46.4% | +43.1% |
| 3Y | +284.7% | +52.5% | +232.2% | +223.3% |
| 5Y | +484.9% | +132.1% | +352.8% | +315.5% |
| 10Y | +980.8% | +924.7% | +56.1% | +362.8% |
| All | +2,577.5% | +1,673.6% | +903.9% | +857.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling