+431.5%
APLD vs EQT
+44.4%
+387.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.6% | -5.6% | -5.3% |
| 7D | -0.5% | -1.2% | +0.7% | +0.1% |
| 30D | -13.2% | +1.1% | -14.3% | -13.8% |
| 3M | -33.8% | +4.8% | -38.6% | -36.1% |
| 6M | -5.9% | -10.6% | +4.7% | -1.5% |
| YTD | +5.1% | +3.4% | +1.7% | -0.8% |
| 1Y | +51.8% | +8.7% | +43.2% | +37.4% |
| 3Y | +397.7% | +35.0% | +362.7% | +296.1% |
| All | +431.5% | +44.4% | +387.1% | +330.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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