+21.5%
APLD vs FIG
-77.1%
+98.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.8% | -8.6% | -5.6% |
| 7D | +2.7% | +3.4% | -0.7% | +2.9% |
| 30D | -21.4% | -9.5% | -12.0% | -21.9% |
| 3M | -47.8% | -26.2% | -21.7% | -49.0% |
| 6M | -64.9% | +2.7% | -67.6% | -64.3% |
| YTD | -34.9% | -48.0% | +13.1% | -31.1% |
| 1Y | -30.7% | -52.0% | +21.3% | -27.0% |
| All | +21.5% | -77.1% | +98.7% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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