+192.2%
APLD vs IP
-9.1%
+201.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -4.0% | -10.7% | -12.7% |
| 7D | -27.0% | -5.0% | -22.0% | -25.2% |
| 30D | -44.1% | +6.5% | -50.6% | -46.2% |
| 3M | -52.6% | -18.0% | -34.5% | -47.8% |
| 6M | -64.5% | +10.3% | -74.8% | -67.2% |
| YTD | -42.2% | -9.9% | -32.3% | -40.8% |
| 1Y | -57.2% | -1.1% | -56.1% | -58.6% |
| 3Y | +159.5% | +13.0% | +146.5% | +85.9% |
| All | +192.2% | -9.1% | +201.2% | +241.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling