+220.6%
APLD vs CHD
+11.2%
+209.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.8% | +11.5% | +8.9% |
| 7D | -12.7% | +2.0% | -14.7% | -11.6% |
| 30D | -34.7% | +13.0% | -47.7% | -30.5% |
| 3M | -46.1% | +6.1% | -52.2% | -44.1% |
| 6M | -64.9% | +15.9% | -80.7% | -61.9% |
| YTD | -36.6% | +31.6% | -68.2% | -27.7% |
| 1Y | -50.0% | +28.5% | -78.4% | -43.2% |
| 3Y | +190.1% | +30.5% | +159.7% | +214.5% |
| All | +220.6% | +11.2% | +209.4% | +188.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling