+269.3%
APLD vs IBN
+83.3%
+186.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.8% | +7.7% |
| 7D | +7.8% | +11.1% | -3.3% | -1.4% |
| 30D | -23.0% | +23.9% | -46.8% | -36.8% |
| 3M | -39.7% | +16.3% | -56.0% | -47.6% |
| 6M | -59.8% | +34.2% | -94.1% | -69.5% |
| YTD | -27.0% | +17.6% | -44.5% | -37.7% |
| 1Y | -37.3% | +13.8% | -51.2% | -45.2% |
| 3Y | +281.9% | +57.0% | +224.9% | +104.2% |
| All | +269.3% | +83.3% | +186.0% | +9.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling