-30.7%
APLD vs IWD
+28.9%
-59.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -6.0% | -6.5% |
| 7D | +2.7% | +2.3% | +0.4% | -4.0% |
| 30D | -21.4% | +3.6% | -25.0% | -29.7% |
| 3M | -47.8% | +2.2% | -50.0% | -51.4% |
| 6M | -64.9% | +13.0% | -77.8% | -77.9% |
| YTD | -34.9% | +26.5% | -61.4% | -71.4% |
| 1Y | -30.7% | +30.1% | -60.9% | -71.1% |
| All | -30.7% | +28.9% | -59.7% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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