+229.3%
APLD vs AR
+14.2%
+215.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.1% | -5.9% | -5.8% |
| 7D | +2.7% | +7.4% | -4.7% | -0.3% |
| 30D | -21.4% | +5.8% | -27.2% | -23.6% |
| 3M | -47.8% | +5.2% | -53.1% | -49.6% |
| 6M | -64.9% | +5.4% | -70.3% | -66.8% |
| YTD | -34.9% | +12.4% | -47.3% | -43.0% |
| 1Y | -30.7% | +12.8% | -43.6% | -39.6% |
| 3Y | +305.3% | +47.2% | +258.1% | +196.7% |
| All | +229.3% | +14.2% | +215.1% | +194.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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