+443.7%
APLD vs AMC
-98.5%
+542.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.3% | -2.6% | +0.9% |
| 7D | +4.1% | +2.3% | +1.7% | +3.6% |
| 30D | -11.7% | -0.7% | -11.0% | -11.8% |
| 3M | -40.3% | +35.2% | -75.5% | -45.4% |
| 6M | -8.0% | +124.6% | -132.5% | -25.1% |
| YTD | +7.5% | +69.9% | -62.3% | -7.9% |
| 1Y | +84.0% | -2.6% | +86.6% | +75.2% |
| 3Y | +356.2% | -79.8% | +436.0% | +418.5% |
| All | +443.7% | -98.5% | +542.2% | +644.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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