+446.5%
APLD vs IOT
+30.1%
+416.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.1% | +7.5% | +7.4% |
| 7D | +16.6% | +2.8% | +13.8% | +15.6% |
| 30D | -3.1% | -1.8% | -1.3% | -3.0% |
| 3M | -30.9% | +17.9% | -48.7% | -35.8% |
| 6M | +12.6% | +13.5% | -0.9% | +3.4% |
| YTD | +15.5% | +13.3% | +2.2% | +2.7% |
| 1Y | +103.5% | -3.3% | +106.8% | +93.2% |
| 3Y | +446.5% | +31.3% | +415.2% | +304.8% |
| All | +446.5% | +30.1% | +416.5% | +304.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling