+249.5%
APLD vs DRI
+102.4%
+147.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.9% | -5.1% |
| 7D | +19.6% | -0.3% | +20.0% | +19.9% |
| 30D | -24.5% | +10.8% | -35.3% | -29.8% |
| 3M | -45.6% | +0.9% | -46.5% | -46.6% |
| 6M | -61.4% | +16.3% | -77.7% | -66.4% |
| YTD | -30.9% | +27.8% | -58.7% | -44.5% |
| 1Y | -35.8% | +33.9% | -69.7% | -51.0% |
| 3Y | +261.4% | +67.2% | +194.2% | +92.2% |
| All | +249.5% | +102.4% | +147.1% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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