+249.5%
APLD vs FDS
-18.0%
+267.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.4% | -5.3% |
| 7D | +19.6% | -2.6% | +22.2% | +19.7% |
| 30D | -24.5% | +14.1% | -38.5% | -25.2% |
| 3M | -45.6% | +19.8% | -65.4% | -46.4% |
| 6M | -61.4% | +55.0% | -116.4% | -64.6% |
| YTD | -30.9% | +15.9% | -46.8% | -29.8% |
| 1Y | -35.8% | +24.2% | -60.0% | -38.0% |
| 3Y | +261.4% | -24.0% | +285.4% | +357.5% |
| All | +249.5% | -18.0% | +267.5% | +258.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling