+459.6%
APLD vs DUK
+23.9%
+435.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.5% | -4.2% |
| 7D | +9.0% | -0.1% | +9.1% | +8.9% |
| 30D | -6.6% | +0.2% | -6.9% | -6.6% |
| 3M | -35.2% | -1.9% | -33.4% | -35.4% |
| 6M | +0.4% | -6.5% | +6.9% | +0.2% |
| YTD | +10.7% | +5.4% | +5.2% | +9.4% |
| 1Y | +78.6% | +3.6% | +75.0% | +76.7% |
| 3Y | +423.9% | +48.1% | +375.8% | +339.9% |
| All | +459.6% | +23.9% | +435.6% | +646.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling