+443.7%
APLD vs APD
+35.3%
+408.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.7% | +2.4% |
| 7D | +4.1% | -2.2% | +6.3% | +5.4% |
| 30D | -11.7% | +2.1% | -13.8% | -13.2% |
| 3M | -40.3% | +7.2% | -47.4% | -43.5% |
| 6M | -8.0% | +11.2% | -19.2% | -15.0% |
| YTD | +7.5% | +24.4% | -16.8% | -8.7% |
| 1Y | +84.0% | +6.7% | +77.4% | +71.0% |
| 3Y | +356.2% | +9.2% | +347.0% | +320.0% |
| All | +443.7% | +35.3% | +408.4% | +176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 all: compounded portfolio wealth divided by compounded APD 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…
all analysis · Full analysis span regression · 6 months rolling