+443.7%
APLD vs IP
-1.1%
+444.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.2% | -0.4% | +0.6% |
| 7D | +4.1% | -5.3% | +9.3% | +7.0% |
| 30D | -11.7% | -10.9% | -0.9% | -6.5% |
| 3M | -40.3% | +11.2% | -51.4% | -44.8% |
| 6M | -8.0% | -10.2% | +2.3% | -4.7% |
| YTD | +7.5% | -2.0% | +9.5% | +6.1% |
| 1Y | +84.0% | -19.1% | +103.1% | +99.1% |
| 3Y | +356.2% | +20.9% | +335.4% | +220.2% |
| All | +443.7% | -1.1% | +444.8% | +512.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling