-32.2%
APLD vs IVZ
+22.5%
-54.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.2% | +8.3% |
| 7D | +7.8% | -2.8% | +10.6% | +12.1% |
| 30D | -23.0% | -2.2% | -20.8% | -20.2% |
| 3M | -39.7% | -8.1% | -31.6% | -33.2% |
| 6M | -59.8% | +3.8% | -63.6% | -61.2% |
| YTD | -27.0% | +11.5% | -38.4% | -41.8% |
| All | -32.2% | +22.5% | -54.7% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling