-64.9%
APLD vs AZO
-5.2%
-59.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -6.0% | -5.6% |
| 7D | +2.7% | +1.3% | +1.4% | +3.5% |
| 30D | -21.4% | +12.0% | -33.4% | -16.2% |
| 3M | -47.8% | +7.2% | -55.1% | -45.7% |
| 6M | -64.9% | -3.2% | -61.7% | -62.4% |
| All | -64.9% | -5.2% | -59.6% | -62.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling