+483.7%
APLD vs AON
-0.7%
+484.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.3% | +9.6% | +7.8% |
| 7D | +16.6% | -3.2% | +19.8% | +17.3% |
| 30D | -3.1% | -11.9% | +8.8% | -0.7% |
| 3M | -30.9% | -2.9% | -28.0% | -32.1% |
| 6M | +12.6% | -6.8% | +19.4% | +11.7% |
| YTD | +15.5% | -10.1% | +25.5% | +15.3% |
| 1Y | +103.5% | -14.2% | +117.8% | +108.0% |
| 3Y | +446.5% | -3.3% | +449.8% | +403.2% |
| All | +483.7% | -0.7% | +484.4% | +327.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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