+459.6%
APLD vs ITOT
+80.8%
+378.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -2.7% |
| 7D | +9.0% | -0.4% | +9.3% | +10.0% |
| 30D | -6.6% | -1.6% | -5.0% | -2.4% |
| 3M | -35.2% | +3.5% | -38.8% | -39.7% |
| 6M | +0.4% | +13.1% | -12.7% | -23.1% |
| YTD | +10.7% | +12.7% | -2.0% | -12.5% |
| 1Y | +78.6% | +18.3% | +60.3% | +26.7% |
| 3Y | +423.9% | +76.4% | +347.5% | +61.6% |
| All | +459.6% | +80.8% | +378.8% | +56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling