+242.5%
APLD vs DOCS
-29.0%
+271.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +6.3% | -13.1% | -7.9% |
| 7D | -18.5% | +1.2% | -19.8% | -18.8% |
| 30D | -32.8% | +21.3% | -54.1% | -35.1% |
| 3M | -46.9% | +58.4% | -105.3% | -52.0% |
| 6M | -53.4% | +39.3% | -92.7% | -57.4% |
| YTD | -32.3% | -21.7% | -10.6% | -30.1% |
| 1Y | -46.5% | -47.3% | +0.8% | -38.9% |
| 3Y | +204.2% | +58.2% | +146.0% | +119.5% |
| All | +242.5% | -29.0% | +271.5% | +160.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling