+443.7%
APLD vs APH
+134.9%
+308.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -47.8% | +51.6% | +43.6% |
| 7D | -3.9% | -48.7% | +44.8% | +36.2% |
| 30D | -11.7% | -51.9% | +40.2% | +35.5% |
| 3M | -40.3% | -43.6% | +3.3% | -26.0% |
| 6M | -8.0% | -37.5% | +29.6% | -2.3% |
| YTD | +7.5% | -38.6% | +46.2% | +13.0% |
| 1Y | +84.0% | -26.3% | +110.4% | +50.0% |
| 3Y | +356.2% | +89.2% | +267.0% | +2.9% |
| All | +443.7% | +134.9% | +308.8% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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