+229.3%
APLD vs CB
+86.1%
+143.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.1% | -6.9% | -5.6% |
| 7D | +2.7% | +2.9% | -0.2% | +3.2% |
| 30D | -21.4% | +7.3% | -28.7% | -20.6% |
| 3M | -47.8% | +9.4% | -57.2% | -47.1% |
| 6M | -64.9% | +19.6% | -84.5% | -64.6% |
| YTD | -34.9% | +21.5% | -56.4% | -34.7% |
| 1Y | -30.7% | +28.0% | -58.7% | -31.5% |
| 3Y | +305.3% | +74.9% | +230.5% | +226.7% |
| All | +229.3% | +86.1% | +143.2% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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