-50.0%
APLD vs EXR
+26.1%
-76.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.6% | +10.3% | +9.7% |
| 7D | -12.7% | +5.2% | -17.9% | -12.4% |
| 30D | -34.7% | +20.9% | -55.6% | -35.3% |
| 3M | -46.1% | +7.7% | -53.8% | -46.0% |
| 6M | -64.9% | +13.2% | -78.0% | -65.9% |
| YTD | -36.6% | +26.5% | -63.1% | -35.4% |
| 1Y | -50.0% | +27.2% | -77.2% | -48.2% |
| All | -50.0% | +26.1% | -76.1% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 1y: compounded portfolio wealth divided by compounded EXR 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…
1y analysis · Full analysis span regression · 6 months rolling