+103.5%
APLD vs IAU
+20.0%
+83.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.7% | +9.1% | +9.3% |
| 7D | +16.6% | +0.7% | +15.8% | +15.4% |
| 30D | -3.1% | +0.3% | -3.4% | -3.4% |
| 3M | -30.9% | +0.7% | -31.6% | -31.2% |
| 6M | +12.6% | -15.5% | +28.1% | +35.0% |
| YTD | +15.5% | +1.0% | +14.5% | +18.5% |
| 1Y | +103.5% | +19.6% | +84.0% | +56.0% |
| All | +103.5% | +20.0% | +83.5% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling