+190.1%
APLD vs DOW
-24.9%
+215.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.8% | +11.6% | +10.2% |
| 7D | -12.7% | -9.5% | -3.2% | -10.4% |
| 30D | -34.7% | +13.1% | -47.8% | -37.1% |
| 3M | -46.1% | +4.8% | -51.0% | -47.3% |
| 6M | -64.9% | -16.7% | -48.2% | -62.9% |
| YTD | -36.6% | +38.9% | -75.5% | -49.0% |
| 1Y | -50.0% | +48.3% | -98.3% | -61.2% |
| 3Y | +190.1% | -24.4% | +214.5% | +228.0% |
| All | +190.1% | -24.9% | +215.1% | +228.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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