+483.7%
APLD vs IBN
+55.8%
+427.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.5% | +9.9% | +9.6% |
| 7D | +16.6% | -2.2% | +18.7% | +18.6% |
| 30D | -3.1% | -2.3% | -0.8% | -1.3% |
| 3M | -30.9% | +15.9% | -46.7% | -39.9% |
| 6M | +12.6% | +5.6% | +7.0% | +7.0% |
| YTD | +15.5% | -0.1% | +15.5% | +14.4% |
| 1Y | +103.5% | -6.5% | +110.1% | +110.2% |
| 3Y | +446.5% | +29.3% | +417.2% | +256.4% |
| All | +483.7% | +55.8% | +427.9% | +101.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling