+244.7%
APLD vs APO
+135.1%
+109.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.7% | +2.9% | +3.6% |
| 7D | +3.1% | +2.3% | +0.8% | +0.2% |
| 30D | -29.4% | +3.0% | -32.4% | -32.2% |
| 3M | -42.8% | -3.7% | -39.1% | -42.4% |
| 6M | -59.5% | -7.5% | -52.0% | -57.8% |
| YTD | -31.8% | -14.5% | -17.3% | -25.3% |
| 1Y | -46.0% | -6.2% | -39.9% | -45.9% |
| 3Y | +252.0% | +51.9% | +200.1% | +103.5% |
| All | +244.7% | +135.1% | +109.6% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling