+305.3%
APLD vs DOW
-20.1%
+325.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.4% | -5.7% |
| 7D | +2.7% | +5.2% | -2.5% | +1.3% |
| 30D | -21.4% | +13.2% | -34.6% | -24.2% |
| 3M | -47.8% | +10.1% | -57.9% | -49.5% |
| 6M | -64.9% | -13.1% | -51.8% | -63.3% |
| YTD | -34.9% | +46.1% | -81.0% | -48.2% |
| 1Y | -30.7% | +50.0% | -80.8% | -45.7% |
| 3Y | +305.3% | -20.2% | +325.6% | +381.1% |
| All | +305.3% | -20.1% | +325.4% | +381.1% |
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