+229.3%
APLD vs ED
+43.9%
+185.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.4% | -7.2% | -5.3% |
| 7D | +2.7% | +2.1% | +0.6% | +3.5% |
| 30D | -21.4% | +10.4% | -31.8% | -18.3% |
| 3M | -47.8% | +12.5% | -60.4% | -45.5% |
| 6M | -64.9% | +14.9% | -79.8% | -63.0% |
| YTD | -34.9% | +24.8% | -59.7% | -30.8% |
| 1Y | -30.7% | +23.8% | -54.6% | -26.3% |
| 3Y | +305.3% | +51.6% | +253.7% | +285.4% |
| All | +229.3% | +43.9% | +185.3% | +244.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling