+220.6%
APLD vs FGI
-40.4%
+261.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.8% | +10.5% | +9.8% |
| 7D | -12.7% | -7.0% | -5.8% | -12.4% |
| 30D | -34.7% | -4.2% | -30.5% | -34.6% |
| 3M | -46.1% | +55.6% | -101.7% | -49.4% |
| 6M | -64.9% | -3.2% | -61.7% | -66.1% |
| YTD | -36.6% | +29.1% | -65.7% | -42.8% |
| 1Y | -50.0% | +51.0% | -100.9% | -55.6% |
| 3Y | +190.1% | +1.5% | +188.6% | +136.8% |
| All | +220.6% | -40.4% | +261.0% | +148.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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