+443.7%
APLD vs BEN
+69.2%
+374.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.5% | -1.7% | -1.4% |
| 7D | +4.1% | +0.2% | +3.8% | +3.9% |
| 30D | -11.7% | -0.5% | -11.2% | -11.2% |
| 3M | -40.3% | +9.7% | -50.0% | -44.5% |
| 6M | -8.0% | +33.9% | -41.9% | -28.2% |
| YTD | +7.5% | +49.0% | -41.4% | -24.2% |
| 1Y | +84.0% | +42.1% | +41.9% | +33.5% |
| 3Y | +356.2% | +51.9% | +304.4% | +208.4% |
| All | +443.7% | +69.2% | +374.5% | +212.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling