+243.9%
APLD vs CI
+28.7%
+215.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.8% | 0.0% |
| 7D | -6.3% | +2.6% | -8.9% | -6.1% |
| 30D | -29.6% | +7.3% | -36.9% | -29.1% |
| 3M | -42.6% | +9.5% | -52.1% | -42.1% |
| 6M | -59.6% | +6.4% | -66.0% | -59.2% |
| YTD | -32.0% | +12.0% | -44.0% | -31.2% |
| 1Y | -46.9% | +20.1% | -67.0% | -46.1% |
| 3Y | +255.7% | +9.6% | +246.1% | +228.5% |
| All | +243.9% | +28.7% | +215.2% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling