+3,242.7%
AAOI vs APLD
+448.5%
+2,794.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.0% | +0.7% | -3.2% |
| 7D | +2.9% | -0.5% | +3.4% | +3.1% |
| 30D | -23.1% | -13.2% | -9.9% | -20.3% |
| 3M | -41.0% | -33.8% | -7.3% | -34.7% |
| 6M | -14.3% | -5.9% | -8.4% | -12.4% |
| YTD | +196.3% | +5.1% | +191.2% | +190.8% |
| 1Y | +272.6% | +51.8% | +220.8% | +238.5% |
| 3Y | +775.3% | +397.7% | +377.7% | +451.2% |
| All | +3,242.7% | +448.5% | +2,794.2% | +1,611.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling