+249.5%
APLD vs AUR
-10.1%
+259.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -5.4% | +0.1% | -3.3% |
| 7D | +19.6% | +7.9% | +11.7% | +16.6% |
| 30D | -24.5% | -18.5% | -5.9% | -18.1% |
| 3M | -45.6% | -36.7% | -8.9% | -35.7% |
| 6M | -61.4% | -39.8% | -21.7% | -53.7% |
| YTD | -30.9% | +13.3% | -44.2% | -33.1% |
| 1Y | -35.8% | +2.8% | -38.7% | -35.6% |
| 3Y | +261.4% | +139.7% | +121.7% | +120.1% |
| All | +249.5% | -10.1% | +259.6% | +131.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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