+443.7%
APLD vs AZN
+28.6%
+415.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.0% | +2.3% |
| 7D | +4.1% | 0.0% | +4.1% | +4.1% |
| 30D | -11.7% | +0.7% | -12.5% | -12.0% |
| 3M | -40.3% | -10.5% | -29.8% | -38.4% |
| 6M | -8.0% | -19.3% | +11.3% | +0.1% |
| YTD | +7.5% | -10.6% | +18.1% | +10.8% |
| 1Y | +84.0% | +0.5% | +83.5% | +76.4% |
| 3Y | +356.2% | +25.9% | +330.4% | +239.9% |
| All | +443.7% | +28.6% | +415.1% | +240.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling