+459.6%
APLD vs IOT
+184.6%
+275.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.7% | -0.4% | -3.0% |
| 7D | +9.0% | +5.1% | +3.9% | +7.4% |
| 30D | -6.6% | -3.0% | -3.6% | -6.1% |
| 3M | -35.2% | +15.0% | -50.2% | -39.8% |
| 6M | +0.4% | +13.1% | -12.7% | -8.7% |
| YTD | +10.7% | +9.0% | +1.7% | -1.2% |
| 1Y | +78.6% | +0.1% | +78.4% | +63.6% |
| 3Y | +423.9% | +26.4% | +397.5% | +321.2% |
| All | +459.6% | +184.6% | +275.0% | +180.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling