+305.3%
APLD vs IBN
+57.3%
+248.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.2% | -6.0% |
| 7D | +2.7% | +1.9% | +0.8% | +1.9% |
| 30D | -21.4% | +22.1% | -43.5% | -29.4% |
| 3M | -47.8% | +17.1% | -64.9% | -52.0% |
| 6M | -64.9% | +35.5% | -100.4% | -70.2% |
| YTD | -34.9% | +16.8% | -51.7% | -41.1% |
| 1Y | -30.7% | +12.4% | -43.1% | -36.4% |
| 3Y | +305.3% | +58.0% | +247.3% | +164.1% |
| All | +305.3% | +57.3% | +248.0% | +164.1% |
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