+78.6%
APLD vs IEF
-1.5%
+80.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.9% | -3.3% |
| 7D | +9.0% | -0.3% | +9.3% | +9.9% |
| 30D | -6.6% | -0.6% | -6.0% | -4.8% |
| 3M | -35.2% | -1.0% | -34.3% | -33.0% |
| 6M | +0.4% | -3.1% | +3.5% | +2.7% |
| YTD | +10.7% | -1.9% | +12.6% | +17.0% |
| 1Y | +78.6% | -1.4% | +79.9% | +79.9% |
| All | +78.6% | -1.5% | +80.1% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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