+443.7%
APLD vs AA
-38.1%
+481.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +3.1% |
| 7D | +4.1% | -0.7% | +4.8% | +4.4% |
| 30D | -11.7% | +5.0% | -16.7% | -14.9% |
| 3M | -40.3% | -35.8% | -4.4% | -22.2% |
| 6M | -8.0% | -18.4% | +10.4% | -0.8% |
| YTD | +7.5% | -5.5% | +13.0% | +5.7% |
| 1Y | +84.0% | +61.0% | +23.1% | +27.4% |
| 3Y | +356.2% | +66.2% | +290.0% | +196.2% |
| All | +443.7% | -38.1% | +481.9% | +567.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling