+164.4%
APLD vs ASX
+298.6%
-134.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -20.8% | +6.1% | +1.8% |
| 7D | -27.0% | -33.3% | +6.3% | -0.1% |
| 30D | -44.1% | -36.5% | -7.6% | -20.3% |
| 3M | -52.6% | -19.2% | -33.4% | -44.0% |
| 6M | -64.5% | -10.2% | -54.2% | -62.8% |
| YTD | -42.2% | +86.5% | -128.7% | -66.2% |
| 1Y | -57.2% | +89.6% | -146.8% | -75.1% |
| All | +164.4% | +298.6% | -134.2% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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