+84.0%
APLD vs IOT
+14.9%
+69.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -2.0% | +2.6% |
| 7D | +4.1% | -2.3% | +6.4% | +3.4% |
| 30D | -11.7% | +3.8% | -15.5% | -10.7% |
| 3M | -40.3% | +14.2% | -54.4% | -37.6% |
| 6M | -8.0% | +40.1% | -48.1% | +0.5% |
| YTD | +7.5% | +13.4% | -5.9% | +14.5% |
| 1Y | +84.0% | +12.2% | +71.9% | +108.0% |
| All | +84.0% | +14.9% | +69.2% | +108.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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