+244.7%
APLD vs IBN
+81.7%
+163.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.7% | +5.9% | +6.2% |
| 7D | +3.1% | +14.6% | -11.5% | -8.4% |
| 30D | -29.4% | +23.5% | -52.9% | -42.0% |
| 3M | -42.8% | +14.0% | -56.8% | -49.5% |
| 6M | -59.5% | +31.1% | -90.6% | -68.6% |
| YTD | -31.8% | +16.6% | -48.4% | -41.4% |
| 1Y | -46.0% | +14.9% | -60.9% | -53.3% |
| 3Y | +252.0% | +56.9% | +195.1% | +87.5% |
| All | +244.7% | +81.7% | +163.0% | +3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling