+483.7%
APLD vs AMP
+108.0%
+375.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.1% | +8.0% |
| 7D | +16.6% | +2.6% | +14.0% | +13.7% |
| 30D | -3.1% | +0.8% | -4.0% | -4.2% |
| 3M | -30.9% | +24.3% | -55.1% | -45.3% |
| 6M | +12.6% | +20.6% | -7.9% | -8.8% |
| YTD | +15.5% | +14.6% | +0.8% | -3.1% |
| 1Y | +103.5% | +14.5% | +89.0% | +68.6% |
| 3Y | +446.5% | +67.9% | +378.6% | +182.3% |
| All | +483.7% | +108.0% | +375.7% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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