+444.7%
APLD vs ITOT
+81.1%
+363.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.6% | +0.2% |
| 7D | +0.2% | -0.9% | +1.1% | +2.7% |
| 30D | -15.2% | -1.5% | -13.7% | -11.6% |
| 3M | -36.3% | +3.6% | -39.9% | -40.8% |
| 6M | -7.4% | +13.7% | -21.1% | -29.9% |
| YTD | +7.7% | +12.9% | -5.2% | -15.1% |
| 1Y | +53.8% | +17.2% | +36.6% | +11.7% |
| 3Y | +407.1% | +75.6% | +331.5% | +58.1% |
| All | +444.7% | +81.1% | +363.6% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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