+443.7%
APLD vs AU
+426.6%
+17.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +2.8% |
| 7D | +4.1% | -3.6% | +7.7% | +5.8% |
| 30D | -11.7% | +23.9% | -35.6% | -20.3% |
| 3M | -40.3% | +19.1% | -59.4% | -45.2% |
| 6M | -8.0% | -0.2% | -7.8% | -9.7% |
| YTD | +7.5% | +32.5% | -24.9% | -6.8% |
| 1Y | +84.0% | +96.9% | -12.9% | +33.1% |
| 3Y | +356.2% | +614.7% | -258.5% | +74.9% |
| All | +443.7% | +426.6% | +17.1% | +205.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling