+269.3%
APLD vs CPB
-41.1%
+310.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.6% | +6.9% |
| 7D | +7.8% | -4.1% | +11.9% | +6.4% |
| 30D | -23.0% | +16.9% | -39.9% | -18.1% |
| 3M | -39.7% | -0.6% | -39.1% | -38.7% |
| 6M | -59.8% | +11.4% | -71.2% | -57.7% |
| YTD | -27.0% | -14.8% | -12.1% | -26.3% |
| 1Y | -37.3% | -24.8% | -12.5% | -38.0% |
| 3Y | +281.9% | -36.6% | +318.5% | +256.2% |
| All | +269.3% | -41.1% | +310.4% | +201.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling