+229.3%
APLD vs CASY
+255.1%
-25.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.8% | -6.6% | -6.1% |
| 7D | +2.7% | +3.6% | -0.9% | +1.3% |
| 30D | -21.4% | +9.1% | -30.5% | -24.7% |
| 3M | -47.8% | -16.5% | -31.3% | -44.1% |
| 6M | -64.9% | -19.7% | -45.2% | -62.3% |
| YTD | -34.9% | +29.3% | -64.1% | -48.5% |
| 1Y | -30.7% | +33.1% | -63.9% | -46.5% |
| 3Y | +305.3% | +158.5% | +146.8% | +108.5% |
| All | +229.3% | +255.1% | -25.9% | +18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling