-37.3%
APLD vs APO
-4.6%
-32.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.2% | +7.3% |
| 7D | +7.8% | +0.2% | +7.7% | +8.0% |
| 30D | -23.0% | +3.1% | -26.1% | -24.1% |
| 3M | -39.7% | -12.0% | -27.7% | -35.2% |
| 6M | -59.8% | -5.0% | -54.9% | -58.6% |
| YTD | -27.0% | -14.0% | -13.0% | -16.3% |
| 1Y | -37.3% | -5.9% | -31.4% | -32.2% |
| All | -37.3% | -4.6% | -32.7% | -32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling