+443.7%
APLD vs CPB
-44.3%
+488.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.2% | +0.7% |
| 7D | +4.1% | -8.6% | +12.7% | +1.4% |
| 30D | -11.7% | -7.2% | -4.5% | -13.5% |
| 3M | -40.3% | +0.9% | -41.2% | -39.6% |
| 6M | -8.0% | -11.8% | +3.9% | -9.1% |
| YTD | +7.5% | -19.4% | +27.0% | +5.1% |
| 1Y | +84.0% | -30.4% | +114.4% | +76.0% |
| 3Y | +356.2% | -40.2% | +396.4% | +312.9% |
| All | +443.7% | -44.3% | +488.0% | +330.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling