+443.7%
APLD vs INVH
-19.8%
+463.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | +4.1% | -2.9% | +7.0% | +5.9% |
| 30D | -11.7% | -6.9% | -4.8% | -8.0% |
| 3M | -40.3% | -2.7% | -37.6% | -40.3% |
| 6M | -8.0% | +8.2% | -16.2% | -14.7% |
| YTD | +7.5% | +4.5% | +3.1% | +1.7% |
| 1Y | +84.0% | -2.3% | +86.3% | +80.8% |
| 3Y | +356.2% | -7.3% | +363.5% | +355.8% |
| All | +443.7% | -19.8% | +463.6% | +737.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling