+84.0%
APLD vs IBN
-4.0%
+88.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.2% |
| 7D | +4.1% | +1.4% | +2.7% | +3.1% |
| 30D | -11.7% | -0.3% | -11.4% | -11.5% |
| 3M | -40.3% | +17.1% | -57.4% | -45.9% |
| 6M | -8.0% | +3.4% | -11.4% | -17.2% |
| YTD | +7.5% | +2.5% | +5.0% | -3.9% |
| 1Y | +84.0% | -4.2% | +88.2% | +58.4% |
| All | +84.0% | -4.0% | +88.0% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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