+244.7%
APLD vs CI
+25.5%
+219.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.7% | +6.8% | +7.6% |
| 7D | +3.1% | +0.1% | +2.9% | +3.1% |
| 30D | -29.4% | +4.7% | -34.1% | -29.1% |
| 3M | -42.8% | +5.2% | -48.0% | -42.4% |
| 6M | -59.5% | +3.8% | -63.3% | -59.2% |
| YTD | -31.8% | +9.2% | -41.0% | -31.2% |
| 1Y | -46.0% | +14.3% | -60.3% | -45.4% |
| 3Y | +252.0% | +8.4% | +243.6% | +219.7% |
| All | +244.7% | +25.5% | +219.2% | +111.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling