+249.5%
APLD vs ESI
+77.1%
+172.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.1% | -3.2% | -3.1% |
| 7D | +19.6% | +8.3% | +11.3% | +10.4% |
| 30D | -24.5% | -10.4% | -14.0% | -13.2% |
| 3M | -45.6% | -13.2% | -32.4% | -35.5% |
| 6M | -61.4% | -23.9% | -37.5% | -48.4% |
| YTD | -30.9% | +34.2% | -65.1% | -49.8% |
| 1Y | -35.8% | +22.2% | -58.1% | -48.6% |
| 3Y | +261.4% | +79.2% | +182.2% | +80.2% |
| All | +249.5% | +77.1% | +172.4% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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