-46.5%
APLD vs FIVE
+63.3%
-109.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +6.7% | -13.4% | -9.0% |
| 7D | -18.5% | +7.5% | -26.0% | -20.8% |
| 30D | -32.8% | +16.7% | -49.5% | -36.7% |
| 3M | -46.9% | +13.4% | -60.2% | -50.1% |
| 6M | -53.4% | +9.0% | -62.4% | -55.2% |
| YTD | -32.3% | +33.8% | -66.1% | -45.3% |
| 1Y | -46.5% | +61.2% | -107.7% | -63.9% |
| All | -46.5% | +63.3% | -109.8% | -63.9% |
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