+229.3%
APLD vs AZO
+50.9%
+178.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -6.0% | -5.8% |
| 7D | +2.7% | +1.3% | +1.4% | +2.4% |
| 30D | -21.4% | +12.0% | -33.4% | -23.9% |
| 3M | -47.8% | +7.2% | -55.1% | -49.0% |
| 6M | -64.9% | -3.2% | -61.7% | -64.7% |
| YTD | -34.9% | -3.9% | -31.0% | -33.9% |
| 1Y | -30.7% | -14.7% | -16.1% | -27.4% |
| 3Y | +305.3% | +20.4% | +284.9% | +246.2% |
| All | +229.3% | +50.9% | +178.4% | +132.0% |
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