+443.7%
APLD vs FICO
+130.2%
+313.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -16.7% | +18.5% | +6.6% |
| 7D | +4.1% | -19.2% | +23.2% | +10.0% |
| 30D | -11.7% | -14.6% | +2.9% | -8.6% |
| 3M | -40.3% | -20.1% | -20.2% | -39.6% |
| 6M | -8.0% | -36.3% | +28.4% | +0.4% |
| YTD | +7.5% | -44.9% | +52.4% | +25.1% |
| 1Y | +84.0% | -38.6% | +122.6% | +96.7% |
| 3Y | +356.2% | +4.0% | +352.2% | +206.5% |
| All | +443.7% | +130.2% | +313.5% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 FICO 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