+244.7%
APLD vs ALLE
+91.6%
+153.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.8% | +4.8% | +5.6% |
| 7D | +3.1% | -0.6% | +3.7% | +3.7% |
| 30D | -29.4% | +26.6% | -56.0% | -41.7% |
| 3M | -42.8% | +13.2% | -56.0% | -48.5% |
| 6M | -59.5% | +42.9% | -102.3% | -70.1% |
| YTD | -31.8% | +21.0% | -52.8% | -42.7% |
| 1Y | -46.0% | +15.2% | -61.2% | -53.0% |
| 3Y | +252.0% | +95.6% | +156.4% | +68.8% |
| All | +244.7% | +91.6% | +153.2% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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