+243.9%
APLD vs FFIV
+53.4%
+190.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -6.3% | -4.2% | -2.2% | -2.7% |
| 30D | -29.6% | -33.9% | +4.3% | -5.4% |
| 3M | -42.6% | -22.6% | -20.0% | -33.2% |
| 6M | -59.6% | -10.4% | -49.2% | -59.0% |
| YTD | -32.0% | +24.3% | -56.3% | -49.8% |
| 1Y | -46.9% | +31.8% | -78.7% | -63.2% |
| 3Y | +255.7% | +99.5% | +156.1% | +64.0% |
| All | +243.9% | +53.4% | +190.5% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 10y: compounded portfolio wealth divided by compounded FFIV 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…
10y analysis · Full analysis span regression · 6 months rolling