+229.3%
APLD vs APO
+137.6%
+91.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.7% | -7.5% | -7.3% |
| 7D | +2.7% | +5.8% | -3.1% | -2.0% |
| 30D | -21.4% | +8.9% | -30.3% | -28.3% |
| 3M | -47.8% | -13.6% | -34.2% | -41.9% |
| 6M | -64.9% | -5.4% | -59.5% | -64.1% |
| YTD | -34.9% | -13.6% | -21.2% | -29.3% |
| 1Y | -30.7% | -2.5% | -28.3% | -33.1% |
| 3Y | +305.3% | +50.9% | +254.5% | +137.2% |
| All | +229.3% | +137.6% | +91.7% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling