+446.5%
APLD vs DVA
+88.7%
+357.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.1% | +9.5% | +7.5% |
| 7D | +16.6% | +2.2% | +14.3% | +16.4% |
| 30D | -3.1% | -2.0% | -1.1% | -3.0% |
| 3M | -30.9% | -6.3% | -24.6% | -31.0% |
| 6M | +12.6% | +19.4% | -6.8% | +10.9% |
| YTD | +15.5% | +58.5% | -43.0% | +11.8% |
| 1Y | +103.5% | +33.9% | +69.7% | +100.0% |
| 3Y | +446.5% | +88.4% | +358.1% | +344.0% |
| All | +446.5% | +88.7% | +357.9% | +344.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling