+84.0%
APLD vs AMIX
-81.0%
+165.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +1.8% |
| 7D | +4.1% | -13.7% | +17.8% | +4.3% |
| 30D | -11.7% | -62.1% | +50.3% | -10.4% |
| 3M | -40.3% | -46.2% | +5.9% | -33.0% |
| 6M | -8.0% | -46.4% | +38.5% | +1.6% |
| YTD | +7.5% | -60.3% | +67.8% | +20.3% |
| 1Y | +84.0% | -79.7% | +163.7% | +115.1% |
| All | +84.0% | -81.0% | +165.0% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling