+244.7%
APLD vs ED
+40.8%
+203.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.1% | +7.7% | +7.5% |
| 7D | +3.1% | -0.1% | +3.2% | +3.3% |
| 30D | -29.4% | +11.6% | -41.0% | -26.5% |
| 3M | -42.8% | +10.5% | -53.3% | -40.6% |
| 6M | -59.5% | +13.2% | -72.7% | -57.7% |
| YTD | -31.8% | +22.1% | -53.9% | -28.2% |
| 1Y | -46.0% | +24.2% | -70.2% | -43.1% |
| 3Y | +252.0% | +46.9% | +205.1% | +234.3% |
| All | +244.7% | +40.8% | +203.9% | +257.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling