+483.7%
APLD vs CHD
-1.8%
+485.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.0% | +9.4% | +6.5% |
| 7D | +16.6% | -2.9% | +19.5% | +15.2% |
| 30D | -3.1% | -6.2% | +3.1% | -5.4% |
| 3M | -30.9% | +1.6% | -32.4% | -29.9% |
| 6M | +12.6% | -3.5% | +16.1% | +11.9% |
| YTD | +15.5% | +16.2% | -0.8% | +23.8% |
| 1Y | +103.5% | +3.4% | +100.1% | +111.9% |
| 3Y | +446.5% | +4.6% | +441.9% | +462.3% |
| All | +483.7% | -1.8% | +485.5% | +394.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling