+244.7%
APLD vs AMGN
+112.8%
+131.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.0% | +6.5% | +7.4% |
| 7D | +3.1% | 0.0% | +3.1% | +3.2% |
| 30D | -29.4% | +12.1% | -41.5% | -29.9% |
| 3M | -42.8% | +13.9% | -56.6% | -43.6% |
| 6M | -59.5% | +42.1% | -101.6% | -61.3% |
| YTD | -31.8% | +45.0% | -76.9% | -34.8% |
| 1Y | -46.0% | +49.3% | -95.4% | -48.8% |
| 3Y | +252.0% | +92.8% | +159.2% | +198.4% |
| All | +244.7% | +112.8% | +131.9% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 AMGN 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