+443.7%
APLD vs DUK
+23.7%
+420.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.7% | +1.7% |
| 7D | +4.1% | 0.0% | +4.1% | +4.1% |
| 30D | -11.7% | -1.7% | -10.0% | -11.8% |
| 3M | -40.3% | -0.4% | -39.8% | -40.5% |
| 6M | -8.0% | -7.2% | -0.7% | -8.1% |
| YTD | +7.5% | +5.3% | +2.3% | +6.3% |
| 1Y | +84.0% | +3.0% | +81.1% | +82.2% |
| 3Y | +356.2% | +53.1% | +303.2% | +276.8% |
| All | +443.7% | +23.7% | +420.0% | +625.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling