+220.6%
APLD vs IBN
+78.8%
+141.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +4.2% | +5.6% | +6.4% |
| 7D | -12.7% | +15.1% | -27.8% | -22.9% |
| 30D | -34.7% | +21.6% | -56.3% | -45.7% |
| 3M | -46.1% | +11.2% | -57.3% | -51.4% |
| 6M | -64.9% | +27.8% | -92.6% | -72.2% |
| YTD | -36.6% | +14.7% | -51.3% | -44.8% |
| 1Y | -50.0% | +14.4% | -64.4% | -56.6% |
| 3Y | +190.1% | +52.1% | +138.0% | +59.9% |
| All | +220.6% | +78.8% | +141.8% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling