-46.9%
APLD vs IBB
+36.9%
-83.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.8% | +1.1% |
| 7D | -6.3% | +0.8% | -7.1% | -6.6% |
| 30D | -29.6% | +5.2% | -34.7% | -32.6% |
| 3M | -42.6% | +8.6% | -51.2% | -48.1% |
| 6M | -59.6% | +27.8% | -87.4% | -72.1% |
| YTD | -32.0% | +28.8% | -60.8% | -53.1% |
| 1Y | -46.9% | +36.4% | -83.3% | -63.3% |
| All | -46.9% | +36.9% | -83.8% | -63.3% |
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