-46.5%
APLD vs IBKR
+10.3%
-56.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.3% | -7.5% |
| 7D | -18.5% | -6.8% | -11.8% | -9.7% |
| 30D | -32.8% | -12.5% | -20.2% | -17.7% |
| 3M | -46.9% | -12.0% | -34.8% | -36.4% |
| 6M | -53.4% | -4.5% | -48.9% | -50.1% |
| YTD | -32.3% | +21.5% | -53.7% | -51.8% |
| 1Y | -46.5% | +10.6% | -57.2% | -56.2% |
| All | -46.5% | +10.3% | -56.8% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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