+244.7%
APLD vs CPB
-39.7%
+284.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.2% | +8.7% | +7.1% |
| 7D | +3.1% | +3.3% | -0.2% | +4.6% |
| 30D | -29.4% | +19.0% | -48.4% | -24.5% |
| 3M | -42.8% | +0.4% | -43.2% | -41.6% |
| 6M | -59.5% | +13.0% | -72.4% | -57.0% |
| YTD | -31.8% | -12.7% | -19.1% | -30.6% |
| 1Y | -46.0% | -20.9% | -25.2% | -45.9% |
| 3Y | +252.0% | -35.4% | +287.4% | +231.3% |
| All | +244.7% | -39.7% | +284.4% | +184.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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