+483.7%
APLD vs AGI
+321.0%
+162.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.4% | +8.8% | +8.1% |
| 7D | +16.6% | +4.4% | +12.2% | +13.9% |
| 30D | -3.1% | +10.0% | -13.1% | -7.9% |
| 3M | -30.9% | +1.7% | -32.6% | -32.2% |
| 6M | +12.6% | -26.8% | +39.4% | +30.4% |
| YTD | +15.5% | -5.3% | +20.8% | +15.8% |
| 1Y | +103.5% | +11.5% | +92.0% | +88.0% |
| 3Y | +446.5% | +212.9% | +233.6% | +182.3% |
| All | +483.7% | +321.0% | +162.7% | +175.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling