+220.6%
APLD vs D
-3.6%
+224.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.5% | +11.2% | +9.9% |
| 7D | -12.7% | +3.0% | -15.7% | -13.1% |
| 30D | -34.7% | +11.5% | -46.2% | -36.0% |
| 3M | -46.1% | +3.7% | -49.9% | -46.4% |
| 6M | -64.9% | +13.5% | -78.4% | -65.9% |
| YTD | -36.6% | +20.7% | -57.3% | -39.5% |
| 1Y | -50.0% | +18.2% | -68.2% | -52.2% |
| 3Y | +190.1% | +73.3% | +116.8% | +135.0% |
| All | +220.6% | -3.6% | +224.3% | +461.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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