+244.7%
APLD vs IOT
+211.0%
+33.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.1% | +4.5% | +6.6% |
| 7D | +3.1% | +0.8% | +2.3% | +2.9% |
| 30D | -29.4% | +1.6% | -31.0% | -29.7% |
| 3M | -42.8% | +3.3% | -46.1% | -43.9% |
| 6M | -59.5% | +42.0% | -101.5% | -65.5% |
| YTD | -31.8% | +19.1% | -50.9% | -41.1% |
| 1Y | -46.0% | +8.8% | -54.8% | -51.5% |
| 3Y | +252.0% | +79.2% | +172.8% | +151.7% |
| All | +244.7% | +211.0% | +33.8% | +67.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling