+373.4%
APLD vs DOCS
+9.5%
+364.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.5% | +2.0% |
| 7D | +4.1% | -1.4% | +5.5% | +4.2% |
| 30D | -11.7% | +21.8% | -33.5% | -13.6% |
| 3M | -40.3% | +27.3% | -67.6% | -41.8% |
| 6M | -8.0% | -0.3% | -7.6% | -8.6% |
| YTD | +7.5% | -40.5% | +48.0% | +14.5% |
| 1Y | +84.0% | -61.5% | +145.6% | +110.3% |
| All | +373.4% | +9.5% | +364.0% | +336.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 3y: compounded portfolio wealth divided by compounded DOCS 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…
3y analysis · Full analysis span regression · 6 months rolling