+420.9%
APLD vs AZN
+25.4%
+395.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -4.0% |
| 7D | +9.0% | -2.9% | +11.9% | +9.2% |
| 30D | -6.6% | -3.1% | -3.5% | -6.3% |
| 3M | -35.2% | -14.4% | -20.8% | -34.4% |
| 6M | +0.4% | -19.5% | +19.9% | +3.0% |
| YTD | +10.7% | -13.8% | +24.4% | +12.6% |
| 1Y | +78.6% | -2.4% | +80.9% | +77.2% |
| All | +420.9% | +25.4% | +395.5% | +305.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling