+229.3%
APLD vs AME
+94.6%
+134.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.2% | -6.4% |
| 7D | +2.7% | +5.9% | -3.2% | -5.0% |
| 30D | -21.4% | -1.9% | -19.5% | -18.0% |
| 3M | -47.8% | -5.4% | -42.5% | -42.7% |
| 6M | -64.9% | +4.9% | -69.8% | -66.1% |
| YTD | -34.9% | +18.5% | -53.3% | -45.2% |
| 1Y | -30.7% | +25.5% | -56.2% | -46.0% |
| 3Y | +305.3% | +63.0% | +242.3% | +120.8% |
| All | +229.3% | +94.6% | +134.7% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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