+373.4%
APLD vs EMR
+63.1%
+310.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | 0.0% | -0.2% |
| 7D | +4.1% | -1.5% | +5.6% | +5.9% |
| 30D | -11.7% | -5.6% | -6.1% | -6.0% |
| 3M | -40.3% | +7.9% | -48.2% | -45.2% |
| 6M | -8.0% | +6.0% | -14.0% | -13.0% |
| YTD | +7.5% | +16.4% | -8.9% | -8.1% |
| 1Y | +84.0% | +16.6% | +67.4% | +55.0% |
| All | +373.4% | +63.1% | +310.3% | +202.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 3y: compounded portfolio wealth divided by compounded EMR 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…
3y analysis · Full analysis span regression · 6 months rolling