+244.7%
APLD vs EWZ
+19.7%
+225.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.0% | +5.6% | +5.8% |
| 7D | +3.1% | +1.4% | +1.7% | +2.0% |
| 30D | -29.4% | -25.1% | -4.3% | -12.0% |
| 3M | -42.8% | -7.7% | -35.1% | -42.8% |
| 6M | -59.5% | -15.8% | -43.6% | -55.3% |
| YTD | -31.8% | +3.6% | -35.4% | -36.5% |
| 1Y | -46.0% | +5.5% | -51.5% | -51.0% |
| 3Y | +252.0% | +22.1% | +229.9% | +184.0% |
| All | +244.7% | +19.7% | +225.1% | +173.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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