-37.3%
APLD vs IBN
+15.0%
-52.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.8% | +7.6% |
| 7D | +7.8% | +11.1% | -3.3% | +2.3% |
| 30D | -23.0% | +23.9% | -46.8% | -33.3% |
| 3M | -39.7% | +16.3% | -56.0% | -44.7% |
| 6M | -59.8% | +34.2% | -94.1% | -68.1% |
| YTD | -27.0% | +17.6% | -44.5% | -41.3% |
| 1Y | -37.3% | +13.8% | -51.2% | -52.2% |
| All | -37.3% | +15.0% | -52.4% | -52.2% |
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 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