+220.6%
APLD vs DE
+68.8%
+151.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.3% | +8.5% | +8.9% |
| 7D | -12.7% | -0.6% | -12.1% | -12.2% |
| 30D | -34.7% | +2.3% | -36.9% | -35.9% |
| 3M | -46.1% | +9.5% | -55.6% | -50.3% |
| 6M | -64.9% | +14.1% | -78.9% | -68.9% |
| YTD | -36.6% | +45.4% | -82.0% | -54.8% |
| 1Y | -50.0% | +42.9% | -92.9% | -64.3% |
| 3Y | +190.1% | +84.8% | +105.3% | +65.7% |
| All | +220.6% | +68.8% | +151.8% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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