+242.5%
APLD vs DOC
-24.7%
+267.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.1% | -9.9% | -8.9% |
| 7D | -18.5% | +8.7% | -27.3% | -23.5% |
| 30D | -32.8% | +7.6% | -40.4% | -37.0% |
| 3M | -46.9% | -5.3% | -41.6% | -45.3% |
| 6M | -53.4% | +27.6% | -81.0% | -63.0% |
| YTD | -32.3% | +32.4% | -64.7% | -48.4% |
| 1Y | -46.5% | +22.9% | -69.4% | -56.9% |
| 3Y | +204.2% | +43.1% | +161.1% | +96.2% |
| All | +242.5% | -24.7% | +267.2% | +302.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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