+269.3%
APLD vs FFIV
+54.7%
+214.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.9% | +6.5% | +6.7% |
| 7D | +7.8% | -2.9% | +10.8% | +11.0% |
| 30D | -23.0% | -32.4% | +9.4% | +1.6% |
| 3M | -39.7% | -22.7% | -17.0% | -29.6% |
| 6M | -59.8% | -10.7% | -49.1% | -59.1% |
| YTD | -27.0% | +25.4% | -52.3% | -46.4% |
| 1Y | -37.3% | +34.2% | -71.5% | -57.2% |
| 3Y | +281.9% | +101.2% | +180.7% | +75.0% |
| All | +269.3% | +54.7% | +214.5% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling