+431.5%
APLD vs AZN
+26.2%
+405.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -5.7% |
| 7D | -0.5% | -3.1% | +2.6% | +0.6% |
| 30D | -13.2% | +0.6% | -13.7% | -13.4% |
| 3M | -33.8% | -10.8% | -23.0% | -31.7% |
| 6M | -5.9% | -18.1% | +12.2% | +1.2% |
| YTD | +5.1% | -12.3% | +17.4% | +9.0% |
| 1Y | +51.8% | -0.2% | +52.0% | +45.6% |
| 3Y | +397.7% | +23.4% | +374.3% | +274.2% |
| All | +431.5% | +26.2% | +405.4% | +235.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 10y: compounded portfolio wealth divided by compounded AZN 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…
10y analysis · Full analysis span regression · 6 months rolling