+249.5%
APLD vs AZN
+45.7%
+203.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -5.2% |
| 7D | +19.6% | -1.3% | +20.9% | +20.1% |
| 30D | -24.5% | +18.3% | -42.8% | -29.4% |
| 3M | -45.6% | +16.3% | -61.9% | -48.8% |
| 6M | -61.4% | -0.1% | -61.3% | -61.9% |
| YTD | -30.9% | +1.3% | -32.2% | -32.3% |
| 1Y | -35.8% | +6.2% | -42.1% | -38.9% |
| 3Y | +261.4% | +53.9% | +207.5% | +134.2% |
| All | +249.5% | +45.7% | +203.7% | +108.0% |
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 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