+249.5%
APLD vs EMB
+22.4%
+227.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.6% | -2.8% |
| 7D | +19.6% | -0.7% | +20.3% | +22.5% |
| 30D | -24.5% | +0.5% | -25.0% | -25.7% |
| 3M | -45.6% | -2.5% | -43.1% | -40.6% |
| 6M | -61.4% | -2.0% | -59.4% | -57.8% |
| YTD | -30.9% | -0.9% | -30.0% | -25.8% |
| 1Y | -35.8% | -0.3% | -35.5% | -32.0% |
| 3Y | +261.4% | +29.2% | +232.2% | +92.7% |
| All | +249.5% | +22.4% | +227.1% | +133.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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