+61.0%
IBIT vs APLD
+88.7%
-27.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.7% | -10.1% | -1.5% |
| 7D | -1.1% | -12.7% | +11.6% | +0.2% |
| 30D | -9.2% | -34.7% | +25.5% | -4.9% |
| 3M | +17.5% | -46.1% | +63.6% | +25.3% |
| 6M | -7.2% | -64.9% | +57.7% | +2.9% |
| YTD | -13.6% | -36.6% | +22.9% | -12.1% |
| 1Y | -25.1% | -50.0% | +24.9% | -22.4% |
| All | +61.0% | +88.7% | -27.7% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 APLD 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