-46.8%
APLD vs BEN
+70.3%
-117.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.3% | +1.2% | +0.2% |
| 7D | +3.1% | +12.2% | -9.1% | -9.2% |
| 30D | -29.4% | +12.1% | -41.5% | -37.5% |
| 3M | -42.8% | +7.3% | -50.1% | -46.9% |
| 6M | -59.5% | +17.9% | -77.3% | -65.2% |
| YTD | -31.8% | +55.4% | -87.3% | -58.0% |
| All | -46.8% | +70.3% | -117.2% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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