+403.2%
APLD vs IBN
+34.1%
+369.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -10.8% |
| YTD | +7.5% | +2.5% | +5.0% | +4.2% |
| 1Y | +84.0% | -4.2% | +88.2% | +82.4% |
| All | +403.2% | +34.1% | +369.2% | +235.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling