+483.7%
APLD vs BR
+19.2%
+464.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.5% | +9.8% | +8.5% |
| 7D | +16.6% | -5.9% | +22.5% | +19.7% |
| 30D | -3.1% | +1.9% | -5.0% | -4.5% |
| 3M | -30.9% | +14.7% | -45.5% | -36.7% |
| 6M | +12.6% | -12.8% | +25.4% | +22.0% |
| YTD | +15.5% | -23.0% | +38.5% | +36.8% |
| 1Y | +103.5% | -31.7% | +135.2% | +166.6% |
| 3Y | +446.5% | -4.8% | +451.3% | +391.1% |
| All | +483.7% | +19.2% | +464.5% | +224.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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