+244.7%
APLD vs AEE
+34.8%
+209.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.0% | +6.5% | +7.2% |
| 7D | +3.1% | +2.3% | +0.7% | +2.2% |
| 30D | -29.4% | +11.6% | -41.0% | -32.5% |
| 3M | -42.8% | +5.5% | -48.3% | -44.0% |
| 6M | -59.5% | +6.0% | -65.5% | -60.7% |
| YTD | -31.8% | +16.6% | -48.4% | -37.0% |
| 1Y | -46.0% | +12.1% | -58.1% | -49.3% |
| 3Y | +252.0% | +64.2% | +187.8% | +161.6% |
| All | +244.7% | +34.8% | +209.9% | +276.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling