+229.3%
APLD vs DOW
-33.2%
+262.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.4% | -5.6% |
| 7D | +2.7% | +5.2% | -2.5% | -0.2% |
| 30D | -21.4% | +13.2% | -34.6% | -27.2% |
| 3M | -47.8% | +10.1% | -57.9% | -51.5% |
| 6M | -64.9% | -13.1% | -51.8% | -62.8% |
| YTD | -34.9% | +46.1% | -81.0% | -56.6% |
| 1Y | -30.7% | +50.0% | -80.8% | -55.2% |
| 3Y | +305.3% | -20.2% | +325.6% | +390.1% |
| All | +229.3% | -33.2% | +262.5% | +678.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling