+269.3%
APLD vs ED
+41.8%
+227.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.1% | +7.4% | +7.3% |
| 7D | +7.8% | -0.9% | +8.7% | +7.6% |
| 30D | -23.0% | +11.2% | -34.2% | -19.8% |
| 3M | -39.7% | +11.8% | -51.5% | -37.2% |
| 6M | -59.8% | +14.1% | -73.9% | -57.9% |
| YTD | -27.0% | +23.0% | -49.9% | -22.9% |
| 1Y | -37.3% | +23.7% | -61.0% | -33.7% |
| 3Y | +281.9% | +47.7% | +234.1% | +263.8% |
| All | +269.3% | +41.8% | +227.5% | +283.7% |
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