+243.9%
APLD vs ESI
+74.1%
+169.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.4% |
| 7D | -6.3% | -6.6% | +0.3% | +1.6% |
| 30D | -29.6% | -9.8% | -19.7% | -19.9% |
| 3M | -42.6% | -11.9% | -30.7% | -33.0% |
| 6M | -59.6% | -25.1% | -34.5% | -45.0% |
| YTD | -32.0% | +31.9% | -63.9% | -49.8% |
| 1Y | -46.9% | +19.2% | -66.1% | -56.4% |
| 3Y | +255.7% | +76.2% | +179.5% | +80.2% |
| All | +243.9% | +74.1% | +169.8% | +93.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling