+220.6%
APLD vs APO
+124.6%
+96.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.4% | +10.2% | +10.1% |
| 7D | -12.7% | +0.8% | -13.5% | -14.5% |
| 30D | -34.7% | +1.0% | -35.7% | -36.4% |
| 3M | -46.1% | -8.4% | -37.7% | -43.5% |
| 6M | -64.9% | -9.1% | -55.7% | -63.0% |
| YTD | -36.6% | -18.3% | -18.2% | -27.9% |
| 1Y | -50.0% | -8.0% | -42.0% | -49.2% |
| 3Y | +190.1% | +47.1% | +143.1% | +71.3% |
| All | +220.6% | +124.6% | +96.0% | +8.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling