-46.5%
APLD vs AZO
-7.5%
-39.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.9% | -10.7% | -6.2% |
| 7D | -18.5% | +5.3% | -23.9% | -17.9% |
| 30D | -32.8% | +18.4% | -51.2% | -32.2% |
| 3M | -46.9% | +9.8% | -56.7% | -46.4% |
| 6M | -53.4% | -4.5% | -48.9% | -50.3% |
| YTD | -32.3% | -1.9% | -30.3% | -23.0% |
| 1Y | -46.5% | -9.5% | -37.0% | -40.7% |
| All | -46.5% | -7.5% | -39.1% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling