+373.4%
APLD vs BEN
+52.7%
+320.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.5% | -1.7% | -0.8% |
| 7D | +4.1% | +0.2% | +3.8% | +3.9% |
| 30D | -11.7% | -0.5% | -11.2% | -11.3% |
| 3M | -40.3% | +9.7% | -50.0% | -43.7% |
| 6M | -8.0% | +33.9% | -41.9% | -24.5% |
| YTD | +7.5% | +49.0% | -41.4% | -18.3% |
| 1Y | +84.0% | +42.1% | +41.9% | +43.4% |
| All | +373.4% | +52.7% | +320.8% | +251.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling