+305.3%
APLD vs ITOT
+77.6%
+227.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.4% | -5.4% | -4.6% |
| 7D | +2.7% | +2.5% | +0.2% | -4.2% |
| 30D | -21.4% | -1.7% | -19.7% | -15.2% |
| 3M | -47.8% | -3.4% | -44.5% | -40.3% |
| 6M | -64.9% | +2.1% | -67.0% | -64.7% |
| YTD | -34.9% | +11.5% | -46.4% | -46.5% |
| 1Y | -30.7% | +13.6% | -44.4% | -45.2% |
| 3Y | +305.3% | +77.2% | +228.1% | +6.8% |
| All | +305.3% | +77.6% | +227.7% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling