+243.9%
APLD vs IP
-6.7%
+250.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.3% |
| 7D | -6.3% | 0.0% | -6.4% | -6.0% |
| 30D | -29.6% | +9.4% | -38.9% | -33.1% |
| 3M | -42.6% | -14.1% | -28.5% | -38.3% |
| 6M | -59.6% | +9.2% | -68.7% | -62.5% |
| YTD | -32.0% | -7.5% | -24.4% | -31.1% |
| 1Y | -46.9% | -2.8% | -44.2% | -48.1% |
| 3Y | +255.7% | +21.2% | +234.4% | +140.3% |
| All | +243.9% | -6.7% | +250.6% | +297.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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