+244.7%
APLD vs ACWI
+74.0%
+170.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +4.9% | -0.3% |
| 7D | +3.1% | +0.3% | +2.8% | +2.6% |
| 30D | -29.4% | -2.8% | -26.6% | -21.4% |
| 3M | -42.8% | -3.2% | -39.6% | -35.1% |
| 6M | -59.5% | +1.3% | -60.7% | -58.4% |
| YTD | -31.8% | +11.2% | -43.0% | -43.6% |
| 1Y | -46.0% | +13.8% | -59.8% | -57.6% |
| 3Y | +252.0% | +76.2% | +175.8% | -4.4% |
| All | +244.7% | +74.0% | +170.7% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling