-50.0%
APLD vs FIVE
+55.9%
-105.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.4% | +10.1% | +9.9% |
| 7D | -12.7% | -0.3% | -12.4% | -12.5% |
| 30D | -34.7% | +17.7% | -52.3% | -38.6% |
| 3M | -46.1% | +4.0% | -50.1% | -47.3% |
| 6M | -64.9% | +2.6% | -67.5% | -65.1% |
| YTD | -36.6% | +27.6% | -64.2% | -47.5% |
| 1Y | -50.0% | +59.9% | -109.9% | -66.5% |
| All | -50.0% | +55.9% | -105.8% | -66.5% |
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