-35.8%
APLD vs CASY
+31.5%
-67.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.3% | -5.3% |
| 7D | +19.6% | +2.5% | +17.1% | +19.6% |
| 30D | -24.5% | +10.2% | -34.7% | -24.8% |
| 3M | -45.6% | -15.7% | -29.9% | -44.8% |
| 6M | -61.4% | -18.4% | -43.0% | -57.6% |
| YTD | -30.9% | +28.3% | -59.1% | -44.2% |
| 1Y | -35.8% | +32.6% | -68.4% | -47.6% |
| All | -35.8% | +31.5% | -67.3% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling