+243.9%
APLD vs A
+46.8%
+197.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | +0.6% |
| 7D | -6.3% | +1.4% | -7.7% | -6.8% |
| 30D | -29.6% | +4.3% | -33.9% | -30.9% |
| 3M | -42.6% | +19.8% | -62.4% | -49.0% |
| 6M | -59.6% | +54.4% | -113.9% | -70.5% |
| YTD | -32.0% | +31.7% | -63.7% | -44.4% |
| 1Y | -46.9% | +22.4% | -69.4% | -54.5% |
| 3Y | +255.7% | +67.7% | +188.0% | +122.7% |
| All | +243.9% | +46.8% | +197.2% | +99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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