+269.3%
APLD vs CBOE
+230.2%
+39.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBOE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.2% | +6.2% | +7.6% |
| 7D | +7.8% | +6.9% | +0.9% | +9.2% |
| 30D | -23.0% | +24.1% | -47.1% | -20.0% |
| 3M | -39.7% | +30.9% | -70.6% | -37.0% |
| 6M | -59.8% | +5.9% | -65.7% | -58.2% |
| YTD | -27.0% | +48.2% | -75.1% | -25.1% |
| 1Y | -37.3% | +43.5% | -80.8% | -35.5% |
| 3Y | +281.9% | +117.0% | +164.9% | +220.1% |
| All | +269.3% | +230.2% | +39.1% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CBOE.
Daily Out/Under-Performance
Portfolio return minus CBOE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBOE 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 CBOE 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