+84.0%
APLD vs AGG
+1.5%
+82.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.5% |
| 7D | +4.1% | -0.2% | +4.2% | +5.0% |
| 30D | -11.7% | -0.4% | -11.3% | -9.7% |
| 3M | -40.3% | -0.7% | -39.6% | -37.7% |
| 6M | -8.0% | -1.5% | -6.4% | -4.8% |
| YTD | +7.5% | -0.3% | +7.8% | +12.6% |
| 1Y | +84.0% | +1.3% | +82.7% | +99.0% |
| All | +84.0% | +1.5% | +82.5% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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