+443.7%
APLD vs DOW
-40.5%
+484.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.0% | +4.8% | +3.5% |
| 7D | +4.1% | -2.4% | +6.5% | +5.4% |
| 30D | -11.7% | +0.4% | -12.1% | -12.7% |
| 3M | -40.3% | -14.4% | -25.9% | -35.6% |
| 6M | -8.0% | -7.0% | -1.0% | -12.6% |
| YTD | +7.5% | +30.2% | -22.7% | -22.6% |
| 1Y | +84.0% | +29.2% | +54.8% | +28.6% |
| 3Y | +356.2% | -36.7% | +392.9% | +626.8% |
| All | +443.7% | -40.5% | +484.2% | +1,289.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling