-30.7%
APLD vs DVA
+42.3%
-73.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.3% | -6.1% | -5.8% |
| 7D | +2.7% | -8.8% | +11.5% | +2.0% |
| 30D | -21.4% | -3.4% | -18.0% | -21.5% |
| 3M | -47.8% | -2.6% | -45.3% | -48.0% |
| 6M | -64.9% | -11.9% | -53.0% | -65.1% |
| YTD | -34.9% | +53.6% | -88.5% | -31.7% |
| 1Y | -30.7% | +41.9% | -72.6% | -32.1% |
| All | -30.7% | +42.3% | -73.0% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 DVA 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