+443.7%
APLD vs ASX
+599.2%
-155.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.6% |
| 7D | +4.1% | -0.7% | +4.8% | +4.6% |
| 30D | -11.7% | +2.0% | -13.7% | -13.1% |
| 3M | -40.3% | -1.3% | -38.9% | -41.1% |
| 6M | -8.0% | +71.4% | -79.4% | -43.1% |
| YTD | +7.5% | +135.3% | -127.8% | -49.3% |
| 1Y | +84.0% | +267.5% | -183.5% | -40.5% |
| 3Y | +356.2% | +388.5% | -32.3% | +12.3% |
| All | +443.7% | +599.2% | -155.5% | -8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling