-14.8%
IREN vs APO
+78.5%
-93.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.5% | +5.5% |
| 7D | -4.0% | +0.2% | -4.2% | -3.8% |
| 30D | -40.1% | +3.1% | -43.2% | -42.7% |
| 3M | -47.6% | -12.0% | -35.6% | -43.5% |
| 6M | -62.2% | -5.0% | -57.3% | -62.0% |
| YTD | -44.8% | -14.0% | -30.8% | -40.8% |
| 1Y | -63.7% | -5.9% | -57.7% | -64.2% |
| 3Y | +604.1% | +51.6% | +552.5% | +353.9% |
| All | -14.8% | +78.5% | -93.3% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 all: compounded portfolio wealth divided by compounded APO 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…
all analysis · Full analysis span regression · 6 months rolling