+220.6%
APLD vs FFIV
+50.3%
+170.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.3% | +10.0% | +10.0% |
| 7D | -12.7% | -8.1% | -4.6% | -6.1% |
| 30D | -34.7% | -33.4% | -1.3% | -13.1% |
| 3M | -46.1% | -24.7% | -21.4% | -36.0% |
| 6M | -64.9% | -8.8% | -56.0% | -65.1% |
| YTD | -36.6% | +21.8% | -58.4% | -52.5% |
| 1Y | -50.0% | +25.3% | -75.3% | -63.7% |
| 3Y | +190.1% | +101.2% | +89.0% | +31.6% |
| All | +220.6% | +50.3% | +170.3% | +57.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling