+354.6%
APLD vs AU
+547.8%
-193.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.0% | +9.3% | +8.3% |
| 7D | +7.8% | +4.7% | +3.2% | +5.5% |
| 30D | -23.0% | -1.5% | -21.4% | -22.6% |
| 3M | -39.7% | -5.0% | -34.7% | -38.4% |
| 6M | -59.8% | -13.5% | -46.3% | -57.7% |
| YTD | -27.0% | +11.7% | -38.7% | -31.6% |
| 1Y | -37.3% | +21.3% | -58.6% | -43.7% |
| All | +354.6% | +547.8% | -193.2% | +88.8% |
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