+84.0%
APLD vs FIVE
+66.7%
+17.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.1% | -3.3% | +0.4% |
| 7D | +4.1% | +4.3% | -0.2% | +2.9% |
| 30D | -11.7% | +12.5% | -24.2% | -15.1% |
| 3M | -40.3% | +31.2% | -71.5% | -45.2% |
| 6M | -8.0% | +14.4% | -22.3% | -11.5% |
| YTD | +7.5% | +33.9% | -26.3% | +0.5% |
| 1Y | +84.0% | +65.1% | +19.0% | +73.4% |
| All | +84.0% | +66.7% | +17.3% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 1y: compounded portfolio wealth divided by compounded FIVE 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…
1y analysis · Full analysis span regression · 6 months rolling