+179.0%
ADI vs APLD
+260.6%
-81.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.4% | +5.4% | +0.4% |
| 7D | +13.4% | +19.6% | -6.2% | +12.1% |
| 30D | -1.3% | -24.5% | +23.2% | +0.2% |
| 3M | +6.8% | -45.6% | +52.4% | +10.3% |
| 6M | -1.9% | -61.4% | +59.5% | +2.7% |
| YTD | +52.3% | -30.9% | +83.1% | +52.9% |
| 1Y | +71.6% | -35.8% | +107.5% | +72.4% |
| 3Y | +148.9% | +261.4% | -112.5% | +112.3% |
| All | +179.0% | +260.6% | -81.7% | +116.8% |
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