+459.6%
APLD vs AZO
+34.8%
+424.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.8% | -3.8% |
| 7D | +9.0% | -0.8% | +9.8% | +9.2% |
| 30D | -6.6% | -5.1% | -1.5% | -5.4% |
| 3M | -35.2% | -7.2% | -28.0% | -34.5% |
| 6M | +0.4% | -20.7% | +21.1% | +7.3% |
| YTD | +10.7% | -14.2% | +24.9% | +16.0% |
| 1Y | +78.6% | -32.2% | +110.7% | +100.7% |
| 3Y | +423.9% | +11.1% | +412.8% | +350.6% |
| All | +459.6% | +34.8% | +424.8% | +307.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling