+51.8%
APLD vs AEE
+9.0%
+42.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -5.3% |
| 7D | -0.5% | -0.7% | +0.2% | -0.7% |
| 30D | -13.2% | -2.0% | -11.2% | -13.6% |
| 3M | -33.8% | -2.8% | -30.9% | -34.2% |
| 6M | -5.9% | -3.6% | -2.3% | -6.5% |
| YTD | +5.1% | +7.3% | -2.2% | +11.4% |
| 1Y | +51.8% | +8.7% | +43.1% | +71.6% |
| All | +51.8% | +9.0% | +42.8% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling