+192.2%
APLD vs DOCS
-32.1%
+224.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -4.3% | -10.4% | -13.9% |
| 7D | -27.0% | -1.3% | -25.7% | -26.8% |
| 30D | -44.1% | +19.4% | -63.5% | -45.8% |
| 3M | -52.6% | +53.4% | -106.0% | -56.9% |
| 6M | -64.5% | +28.8% | -93.2% | -67.0% |
| YTD | -42.2% | -25.1% | -17.1% | -39.8% |
| 1Y | -57.2% | -48.1% | -9.0% | -50.9% |
| 3Y | +159.5% | +51.4% | +108.2% | +89.0% |
| All | +192.2% | -32.1% | +224.2% | +124.5% |
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