+255.7%
APLD vs ED
+47.3%
+208.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | +0.5% |
| 7D | -6.3% | +2.1% | -8.5% | -3.9% |
| 30D | -29.6% | +12.4% | -42.0% | -20.1% |
| 3M | -42.6% | +13.1% | -55.7% | -34.7% |
| 6M | -59.6% | +14.1% | -73.6% | -53.1% |
| YTD | -32.0% | +23.1% | -55.0% | -15.9% |
| 1Y | -46.9% | +25.4% | -72.4% | -32.9% |
| 3Y | +255.7% | +47.9% | +207.8% | +320.3% |
| All | +255.7% | +47.3% | +208.4% | +320.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling