+444.7%
APLD vs AU
+404.2%
+40.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.2% |
| 7D | +0.2% | -4.3% | +4.5% | +2.2% |
| 30D | -15.2% | +7.3% | -22.5% | -18.2% |
| 3M | -36.3% | +26.3% | -62.6% | -43.1% |
| 6M | -7.4% | +1.8% | -9.1% | -9.8% |
| YTD | +7.7% | +26.8% | -19.1% | -4.8% |
| 1Y | +53.8% | +66.7% | -12.9% | +19.4% |
| 3Y | +407.1% | +579.1% | -172.0% | +98.9% |
| All | +444.7% | +404.2% | +40.6% | +211.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling