+420.9%
APLD vs INVH
-7.6%
+428.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | +9.0% | -2.3% | +11.2% | +9.7% |
| 30D | -6.6% | -5.7% | -0.9% | -5.1% |
| 3M | -35.2% | -4.5% | -30.8% | -34.9% |
| 6M | +0.4% | +11.0% | -10.5% | -5.5% |
| YTD | +10.7% | +3.7% | +7.0% | +7.0% |
| 1Y | +78.6% | -2.8% | +81.4% | +78.6% |
| All | +420.9% | -7.6% | +428.5% | +394.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 3y: compounded portfolio wealth divided by compounded INVH 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…
3y analysis · Full analysis span regression · 6 months rolling