-30.7%
APLD vs FIVE
+62.4%
-93.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.6% | -5.7% |
| 7D | +2.7% | +2.7% | 0.0% | +1.8% |
| 30D | -21.4% | +12.7% | -34.1% | -24.4% |
| 3M | -47.8% | +2.1% | -49.9% | -48.2% |
| 6M | -64.9% | +17.5% | -82.4% | -67.6% |
| YTD | -34.9% | +31.0% | -65.8% | -43.1% |
| 1Y | -30.7% | +67.7% | -98.5% | -38.5% |
| All | -30.7% | +62.4% | -93.2% | -38.5% |
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