+220.6%
APLD vs ESI
+66.7%
+154.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.9% | +7.8% | +7.7% |
| 7D | -12.7% | -8.5% | -4.2% | -3.0% |
| 30D | -34.7% | -15.7% | -19.0% | -20.4% |
| 3M | -46.1% | -18.2% | -27.9% | -32.1% |
| 6M | -64.9% | -28.8% | -36.0% | -49.7% |
| YTD | -36.6% | +26.3% | -62.8% | -51.0% |
| 1Y | -50.0% | +18.2% | -68.2% | -58.6% |
| 3Y | +190.1% | +68.1% | +122.0% | +54.3% |
| All | +220.6% | +66.7% | +154.0% | +88.7% |
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