+403.2%
APLD vs AEM
+359.0%
+44.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +2.9% | +2.6% |
| 7D | +4.1% | -0.5% | +4.6% | +4.4% |
| 30D | -11.7% | +24.0% | -35.7% | -24.4% |
| 3M | -40.3% | +16.1% | -56.4% | -46.5% |
| 6M | -8.0% | -11.6% | +3.7% | -1.5% |
| YTD | +7.5% | +21.5% | -14.0% | -6.9% |
| 1Y | +84.0% | +39.2% | +44.8% | +45.9% |
| All | +403.2% | +359.0% | +44.3% | +94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 3y: compounded portfolio wealth divided by compounded AEM 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…
3y analysis · Full analysis span regression · 6 months rolling