+229.3%
APLD vs DRI
+103.2%
+126.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.2% | -6.0% |
| 7D | +2.7% | +1.1% | +1.6% | +2.1% |
| 30D | -21.4% | +9.7% | -31.1% | -26.4% |
| 3M | -47.8% | +3.2% | -51.0% | -49.6% |
| 6M | -64.9% | +20.6% | -85.5% | -70.2% |
| YTD | -34.9% | +28.3% | -63.1% | -47.9% |
| 1Y | -30.7% | +34.5% | -65.3% | -47.4% |
| 3Y | +305.3% | +66.5% | +238.8% | +117.9% |
| All | +229.3% | +103.2% | +126.1% | +21.0% |
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