+443.7%
APLD vs ESI
+91.4%
+352.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.9% | -1.2% | -1.3% |
| 7D | +4.1% | +3.3% | +0.7% | +0.6% |
| 30D | -11.7% | -5.9% | -5.9% | -5.9% |
| 3M | -40.3% | -14.1% | -26.2% | -30.8% |
| 6M | -8.0% | +6.6% | -14.5% | -15.8% |
| YTD | +7.5% | +45.0% | -37.5% | -29.5% |
| 1Y | +84.0% | +41.5% | +42.6% | +20.9% |
| 3Y | +356.2% | +78.8% | +277.5% | +127.7% |
| All | +443.7% | +91.4% | +352.3% | +171.6% |
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