+443.7%
APLD vs AEP
+42.6%
+401.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +1.9% | +1.8% |
| 7D | +4.1% | +1.8% | +2.3% | +3.7% |
| 30D | -11.7% | -0.8% | -10.9% | -11.6% |
| 3M | -40.3% | -1.8% | -38.4% | -40.2% |
| 6M | -8.0% | -5.4% | -2.6% | -7.4% |
| YTD | +7.5% | +10.4% | -2.9% | +4.6% |
| 1Y | +84.0% | +18.2% | +65.9% | +76.2% |
| 3Y | +356.2% | +79.0% | +277.3% | +244.1% |
| All | +443.7% | +42.6% | +401.1% | +472.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling