-61.4%
APLD vs AAOX
-96.9%
+35.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -11.0% | +5.6% | -2.9% |
| 7D | +19.6% | +22.0% | -2.4% | +13.3% |
| 30D | -24.5% | -76.8% | +52.4% | -2.2% |
| 3M | -45.6% | -90.7% | +45.2% | -21.0% |
| 6M | -61.4% | -97.2% | +35.8% | -44.7% |
| All | -61.4% | -96.9% | +35.4% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 6mo: compounded portfolio wealth divided by compounded AAOX 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…
6mo analysis · Full analysis span regression · 6 months rolling