+305.3%
APLD vs APO
+53.0%
+252.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.7% | -7.5% | -7.0% |
| 7D | +2.7% | +5.8% | -3.1% | -1.1% |
| 30D | -21.4% | +8.9% | -30.3% | -27.0% |
| 3M | -47.8% | -13.6% | -34.2% | -42.7% |
| 6M | -64.9% | -5.4% | -59.5% | -64.0% |
| YTD | -34.9% | -13.6% | -21.2% | -29.4% |
| 1Y | -30.7% | -2.5% | -28.3% | -32.0% |
| 3Y | +305.3% | +50.9% | +254.5% | +210.8% |
| All | +305.3% | +53.0% | +252.3% | +210.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling