-30.7%
APLD vs FDS
+25.7%
-56.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.3% | -6.1% | -5.6% |
| 7D | +2.7% | +1.5% | +1.2% | +3.4% |
| 30D | -21.4% | +14.8% | -36.3% | -15.5% |
| 3M | -47.8% | +16.3% | -64.1% | -42.9% |
| 6M | -64.9% | +66.2% | -131.1% | -54.5% |
| YTD | -34.9% | +16.2% | -51.1% | -24.6% |
| 1Y | -30.7% | +21.8% | -52.6% | -17.5% |
| All | -30.7% | +25.7% | -56.4% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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