+229.3%
APLD vs D
-5.0%
+234.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -6.0% | -5.8% |
| 7D | +2.7% | -1.4% | +4.1% | +2.9% |
| 30D | -21.4% | +7.7% | -29.2% | -22.6% |
| 3M | -47.8% | -0.3% | -47.6% | -47.8% |
| 6M | -64.9% | +10.1% | -74.9% | -65.7% |
| YTD | -34.9% | +19.1% | -53.9% | -37.8% |
| 1Y | -30.7% | +15.9% | -46.7% | -33.6% |
| 3Y | +305.3% | +75.0% | +230.3% | +225.3% |
| All | +229.3% | -5.0% | +234.2% | +477.8% |
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