+220.6%
APLD vs EMR
+91.0%
+129.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.2% | +9.9% | +9.9% |
| 7D | -12.7% | -1.6% | -11.1% | -10.8% |
| 30D | -34.7% | +2.0% | -36.7% | -35.6% |
| 3M | -46.1% | +3.8% | -49.9% | -48.1% |
| 6M | -64.9% | +10.5% | -75.4% | -68.4% |
| YTD | -36.6% | +23.7% | -60.3% | -49.2% |
| 1Y | -50.0% | +25.4% | -75.4% | -60.5% |
| 3Y | +190.1% | +86.6% | +103.6% | +47.7% |
| All | +220.6% | +91.0% | +129.6% | +37.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling