+483.7%
APLD vs AU
+420.6%
+63.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.5% | +7.9% |
| 7D | +16.6% | -0.3% | +16.8% | +16.6% |
| 30D | -3.1% | +12.8% | -15.9% | -8.6% |
| 3M | -30.9% | +28.5% | -59.3% | -38.7% |
| 6M | +12.6% | +4.8% | +7.8% | +8.2% |
| YTD | +15.5% | +31.0% | -15.5% | +0.5% |
| 1Y | +103.5% | +81.4% | +22.1% | +52.5% |
| 3Y | +446.5% | +618.4% | -171.9% | +108.7% |
| All | +483.7% | +420.6% | +63.1% | +229.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling