+403.2%
APLD vs AGI
+213.9%
+189.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.8% |
| 7D | +4.1% | +0.6% | +3.5% | +3.7% |
| 30D | -11.7% | +18.2% | -29.9% | -19.0% |
| 3M | -40.3% | -4.1% | -36.1% | -39.3% |
| 6M | -8.0% | -28.7% | +20.7% | +7.6% |
| YTD | +7.5% | -4.0% | +11.5% | +7.5% |
| 1Y | +84.0% | +17.4% | +66.6% | +67.7% |
| All | +403.2% | +213.9% | +189.3% | +195.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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