+243.9%
APLD vs CAH
+377.1%
-133.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.4% |
| 7D | -6.3% | +9.4% | -15.8% | -8.2% |
| 30D | -29.6% | +16.5% | -46.1% | -32.1% |
| 3M | -42.6% | +17.0% | -59.6% | -44.8% |
| 6M | -59.6% | +51.4% | -111.0% | -64.2% |
| YTD | -32.0% | +36.0% | -67.9% | -38.1% |
| 1Y | -46.9% | +36.0% | -83.0% | -51.9% |
| 3Y | +255.7% | +177.5% | +78.2% | +108.0% |
| All | +243.9% | +377.1% | -133.2% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 10y: compounded portfolio wealth divided by compounded CAH 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…
10y analysis · Full analysis span regression · 6 months rolling