+71.9%
AMZN vs APLD
+260.6%
-188.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.4% | +5.8% | +0.8% |
| 7D | +2.8% | +19.6% | -16.8% | +1.5% |
| 30D | +3.4% | -24.5% | +27.9% | +5.0% |
| 3M | +0.1% | -45.6% | +45.6% | +3.5% |
| 6M | +0.6% | -61.4% | +62.0% | +5.6% |
| YTD | +15.9% | -30.9% | +46.7% | +15.8% |
| 1Y | +9.5% | -35.8% | +45.3% | +9.4% |
| 3Y | +86.3% | +261.4% | -175.1% | +51.1% |
| All | +71.9% | +260.6% | -188.7% | +22.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling