+446.5%
APLD vs DUK
+51.5%
+395.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.8% | +6.5% | +7.7% |
| 7D | +16.6% | +0.7% | +15.8% | +16.9% |
| 30D | -3.1% | -2.0% | -1.1% | -4.1% |
| 3M | -30.9% | +0.2% | -31.1% | -30.7% |
| 6M | +12.6% | -6.9% | +19.5% | +10.3% |
| YTD | +15.5% | +6.1% | +9.3% | +17.4% |
| 1Y | +103.5% | +4.4% | +99.1% | +107.1% |
| 3Y | +446.5% | +49.1% | +397.4% | +352.9% |
| All | +446.5% | +51.5% | +395.0% | +352.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling