+446.5%
APLD vs AU
+624.5%
-178.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.5% | +7.8% |
| 7D | +16.6% | -0.3% | +16.8% | +16.6% |
| 30D | -3.1% | +12.8% | -15.9% | -8.4% |
| 3M | -30.9% | +28.5% | -59.3% | -38.5% |
| 6M | +12.6% | +4.8% | +7.8% | +8.1% |
| YTD | +15.5% | +31.0% | -15.5% | +1.6% |
| 1Y | +103.5% | +81.4% | +22.1% | +56.6% |
| 3Y | +446.5% | +618.4% | -171.9% | +148.2% |
| All | +446.5% | +624.5% | -178.0% | +148.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling