-46.5%
APLD vs IJH
+17.8%
-64.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.6% | -7.4% | -8.8% |
| 7D | -18.5% | +1.7% | -20.2% | -23.3% |
| 30D | -32.8% | +1.2% | -34.0% | -35.0% |
| 3M | -46.9% | -3.4% | -43.4% | -39.6% |
| 6M | -53.4% | +3.7% | -57.1% | -57.1% |
| YTD | -32.3% | +13.9% | -46.2% | -53.3% |
| 1Y | -46.5% | +17.4% | -64.0% | -65.6% |
| All | -46.5% | +17.8% | -64.3% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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