+483.7%
APLD vs DE
+70.7%
+413.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.8% | +9.2% | +8.6% |
| 7D | +16.6% | +0.7% | +15.9% | +15.8% |
| 30D | -3.1% | +9.6% | -12.8% | -10.3% |
| 3M | -30.9% | +19.0% | -49.8% | -40.0% |
| 6M | +12.6% | +16.1% | -3.5% | -0.7% |
| YTD | +15.5% | +47.0% | -31.6% | -18.0% |
| 1Y | +103.5% | +43.1% | +60.4% | +44.7% |
| 3Y | +446.5% | +77.5% | +369.0% | +226.7% |
| All | +483.7% | +70.7% | +413.0% | +174.0% |
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