+252.0%
APLD vs AGI
+158.5%
+93.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.4% | +5.1% | +6.3% |
| 7D | +3.1% | +17.4% | -14.3% | -6.5% |
| 30D | -29.4% | -0.9% | -28.4% | -29.4% |
| 3M | -42.8% | -1.6% | -41.2% | -42.4% |
| 6M | -59.5% | -24.7% | -34.8% | -53.4% |
| YTD | -31.8% | -15.3% | -16.5% | -27.5% |
| 1Y | -46.0% | +5.5% | -51.5% | -48.7% |
| 3Y | +252.0% | +154.5% | +97.5% | +95.8% |
| All | +252.0% | +158.5% | +93.5% | +95.8% |
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