+443.7%
APLD vs APTV
-56.5%
+500.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.3% | -0.4% |
| 7D | +4.1% | +4.8% | -0.7% | +0.6% |
| 30D | -11.7% | +2.0% | -13.7% | -13.6% |
| 3M | -40.3% | -34.2% | -6.0% | -20.3% |
| 6M | -8.0% | -34.7% | +26.7% | +20.3% |
| YTD | +7.5% | -37.0% | +44.5% | +44.8% |
| 1Y | +84.0% | -40.4% | +124.4% | +157.2% |
| 3Y | +356.2% | -54.1% | +410.3% | +675.1% |
| All | +443.7% | -56.5% | +500.2% | +800.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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