-37.3%
APLD vs IBB
+36.8%
-74.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.4% | +6.9% | +6.8% |
| 7D | +7.8% | -1.4% | +9.2% | +10.7% |
| 30D | -23.0% | +6.8% | -29.8% | -27.8% |
| 3M | -39.7% | +9.2% | -48.9% | -46.4% |
| 6M | -59.8% | +28.3% | -88.2% | -73.3% |
| YTD | -27.0% | +29.4% | -56.3% | -51.9% |
| 1Y | -37.3% | +33.2% | -70.5% | -59.8% |
| All | -37.3% | +36.8% | -74.1% | -59.8% |
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