-46.5%
APLD vs DUK
+7.9%
-54.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.4% | -9.2% | -3.0% |
| 7D | -18.5% | +4.9% | -23.4% | -11.9% |
| 30D | -32.8% | +13.8% | -46.6% | -18.0% |
| 3M | -46.9% | +5.2% | -52.1% | -42.5% |
| 6M | -53.4% | +3.5% | -56.8% | -50.1% |
| YTD | -32.3% | +13.5% | -45.7% | -8.8% |
| 1Y | -46.5% | +8.3% | -54.8% | -29.9% |
| All | -46.5% | +7.9% | -54.4% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 1y: compounded portfolio wealth divided by compounded DUK 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…
1y analysis · Full analysis span regression · 6 months rolling