+84.0%
APLD vs AEP
+16.1%
+67.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +1.9% | +1.8% |
| 7D | +4.1% | +1.8% | +2.3% | +3.9% |
| 30D | -11.7% | -0.8% | -10.9% | -11.7% |
| 3M | -40.3% | -1.8% | -38.4% | -40.6% |
| 6M | -8.0% | -5.4% | -2.6% | -8.3% |
| YTD | +7.5% | +10.4% | -2.9% | +3.7% |
| 1Y | +84.0% | +18.2% | +65.9% | +75.4% |
| All | +84.0% | +16.1% | +67.9% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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