+305.3%
APLD vs AA
+67.6%
+237.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.8% | -4.0% | -4.7% |
| 7D | +2.7% | +0.5% | +2.2% | +2.6% |
| 30D | -21.4% | -0.6% | -20.8% | -20.7% |
| 3M | -47.8% | -19.7% | -28.2% | -40.1% |
| 6M | -64.9% | -41.6% | -23.3% | -52.1% |
| YTD | -34.9% | -24.6% | -10.2% | -26.6% |
| 1Y | -30.7% | +4.9% | -35.6% | -36.4% |
| 3Y | +305.3% | +66.8% | +238.5% | +178.8% |
| All | +305.3% | +67.6% | +237.7% | +178.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 3y: compounded portfolio wealth divided by compounded AA 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…
3y analysis · Full analysis span regression · 6 months rolling