-46.8%
APLD vs AEE
+12.7%
-59.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.0% | +6.5% | +7.9% |
| 7D | +3.1% | +2.3% | +0.7% | +4.2% |
| 30D | -29.4% | +11.6% | -41.0% | -26.6% |
| 3M | -42.8% | +5.5% | -48.3% | -41.6% |
| 6M | -59.5% | +6.0% | -65.5% | -58.3% |
| YTD | -31.8% | +16.6% | -48.4% | -23.5% |
| All | -46.8% | +12.7% | -59.5% | -38.9% |
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