+305.3%
APLD vs CHD
+31.2%
+274.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.4% | -7.2% | -4.6% |
| 7D | +2.7% | +3.6% | -0.9% | +5.7% |
| 30D | -21.4% | +10.4% | -31.8% | -14.1% |
| 3M | -47.8% | +12.2% | -60.0% | -42.0% |
| 6M | -64.9% | +19.9% | -84.8% | -58.5% |
| YTD | -34.9% | +36.4% | -71.3% | -14.1% |
| 1Y | -30.7% | +35.1% | -65.9% | -8.6% |
| 3Y | +305.3% | +29.2% | +276.1% | +460.9% |
| All | +305.3% | +31.2% | +274.1% | +460.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 3y: compounded portfolio wealth divided by compounded CHD 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…
3y analysis · Full analysis span regression · 6 months rolling