-57.2%
APLD vs AMIX
-91.8%
+34.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -5.6% | -9.1% | -14.6% |
| 7D | -27.0% | -25.5% | -1.5% | -26.5% |
| 30D | -44.1% | -56.2% | +12.1% | -43.2% |
| 3M | -52.6% | -87.4% | +34.9% | -50.8% |
| 6M | -64.5% | -80.9% | +16.4% | -60.0% |
| YTD | -42.2% | -86.8% | +44.6% | -34.1% |
| 1Y | -57.2% | -91.3% | +34.2% | -50.2% |
| All | -57.2% | -91.8% | +34.6% | -50.2% |
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