+249.5%
APLD vs CPB
-41.8%
+291.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.1% | -4.3% | -5.7% |
| 7D | +19.6% | -5.8% | +25.4% | +17.2% |
| 30D | -24.5% | +16.5% | -40.9% | -19.9% |
| 3M | -45.6% | -1.1% | -44.5% | -44.9% |
| 6M | -61.4% | +11.5% | -72.9% | -59.4% |
| YTD | -30.9% | -15.7% | -15.1% | -30.6% |
| 1Y | -35.8% | -24.7% | -11.2% | -36.6% |
| 3Y | +261.4% | -37.3% | +298.7% | +235.7% |
| All | +249.5% | -41.8% | +291.3% | +184.4% |
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