+443.7%
APLD vs ED
+27.6%
+416.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +1.4% |
| 7D | +4.1% | -0.2% | +4.3% | +4.0% |
| 30D | -11.7% | -0.1% | -11.6% | -11.7% |
| 3M | -40.3% | +3.9% | -44.2% | -39.7% |
| 6M | -8.0% | -3.0% | -4.9% | -8.0% |
| YTD | +7.5% | +10.7% | -3.1% | +9.3% |
| 1Y | +84.0% | +13.3% | +70.7% | +87.1% |
| 3Y | +356.2% | +34.5% | +321.7% | +315.4% |
| All | +443.7% | +27.6% | +416.1% | +443.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling