-30.7%
APLD vs IJH
+14.5%
-45.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.7% | -5.4% |
| 7D | +2.7% | +2.3% | +0.4% | -4.3% |
| 30D | -21.4% | +2.1% | -23.5% | -25.3% |
| 3M | -47.8% | -5.7% | -42.2% | -35.2% |
| 6M | -64.9% | +1.4% | -66.3% | -64.9% |
| YTD | -34.9% | +12.6% | -47.5% | -51.0% |
| 1Y | -30.7% | +16.1% | -46.9% | -49.8% |
| All | -30.7% | +14.5% | -45.3% | -49.8% |
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