+51.8%
APLD vs DUK
+2.6%
+49.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.9% | -4.1% | -6.0% |
| 7D | -0.5% | -1.7% | +1.2% | -2.6% |
| 30D | -13.2% | -2.2% | -10.9% | -15.7% |
| 3M | -33.8% | -3.7% | -30.1% | -36.3% |
| 6M | -5.9% | -6.3% | +0.4% | -12.9% |
| YTD | +5.1% | +4.5% | +0.6% | +13.2% |
| 1Y | +51.8% | +1.8% | +50.0% | +69.4% |
| All | +51.8% | +2.6% | +49.2% | +69.4% |
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 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