+84.0%
APLD vs AMRZ
-14.5%
+98.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.1% |
| 7D | +4.1% | -1.9% | +6.0% | +5.4% |
| 30D | -11.7% | -16.9% | +5.2% | -0.5% |
| 3M | -40.3% | -19.2% | -21.1% | -31.5% |
| 6M | -8.0% | -29.3% | +21.3% | +13.6% |
| YTD | +7.5% | -18.0% | +25.5% | +25.0% |
| 1Y | +84.0% | -15.1% | +99.1% | +117.5% |
| All | +84.0% | -14.5% | +98.5% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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