-50.0%
APLD vs IBB
+35.8%
-85.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.7% | +8.0% | +7.6% |
| 7D | -12.7% | -1.8% | -10.9% | -9.9% |
| 30D | -34.7% | +5.1% | -39.8% | -37.4% |
| 3M | -46.1% | +10.7% | -56.8% | -52.9% |
| 6M | -64.9% | +22.9% | -87.7% | -74.2% |
| YTD | -36.6% | +26.7% | -63.3% | -55.4% |
| 1Y | -50.0% | +35.1% | -85.1% | -65.3% |
| All | -50.0% | +35.8% | -85.7% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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