+443.7%
APLD vs EMB
+25.4%
+418.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.7% |
| 7D | +4.1% | 0.0% | +4.1% | +4.2% |
| 30D | -11.7% | -0.3% | -11.4% | -10.7% |
| 3M | -40.3% | -0.4% | -39.9% | -38.7% |
| 6M | -8.0% | +0.1% | -8.1% | -5.3% |
| YTD | +7.5% | +1.6% | +6.0% | +6.2% |
| 1Y | +84.0% | +5.6% | +78.4% | +62.2% |
| 3Y | +356.2% | +29.8% | +326.4% | +136.1% |
| All | +443.7% | +25.4% | +418.3% | +233.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling