+229.3%
APLD vs BEN
+77.3%
+152.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.2% | -6.2% |
| 7D | +2.7% | +6.8% | -4.1% | -3.2% |
| 30D | -21.4% | +18.0% | -39.4% | -32.0% |
| 3M | -47.8% | +7.5% | -55.3% | -50.8% |
| 6M | -64.9% | +14.7% | -79.6% | -68.5% |
| YTD | -34.9% | +56.1% | -91.0% | -55.7% |
| 1Y | -30.7% | +69.6% | -100.3% | -56.2% |
| 3Y | +305.3% | +87.7% | +217.7% | +116.3% |
| All | +229.3% | +77.3% | +152.0% | +82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling