+420.9%
APLD vs AZO
+11.4%
+409.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.8% | -4.1% |
| 7D | +9.0% | -0.8% | +9.8% | +9.0% |
| 30D | -6.6% | -5.1% | -1.5% | -6.4% |
| 3M | -35.2% | -7.2% | -28.0% | -35.0% |
| 6M | +0.4% | -20.7% | +21.1% | +3.2% |
| YTD | +10.7% | -14.2% | +24.9% | +14.4% |
| 1Y | +78.6% | -32.2% | +110.7% | +85.7% |
| All | +420.9% | +11.4% | +409.6% | +420.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling