-35.8%
APLD vs IBB
+30.0%
-65.9%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.2% | -2.4% |
| 7D | +19.6% | +1.6% | +18.0% | +17.6% |
| 30D | -24.5% | +6.7% | -31.2% | -28.9% |
| 3M | -45.6% | +6.3% | -51.9% | -49.8% |
| 6M | -61.4% | +23.9% | -85.3% | -72.9% |
| YTD | -30.9% | +26.6% | -57.5% | -53.2% |
| 1Y | -35.8% | +29.6% | -65.5% | -57.6% |
| All | -35.8% | +30.0% | -65.9% | -57.6% |
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