+243.9%
APLD vs FIX
+1,181.4%
-937.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | +0.3% |
| 7D | -6.3% | -13.9% | +7.6% | +5.5% |
| 30D | -29.6% | -35.5% | +6.0% | +0.8% |
| 3M | -42.6% | -33.9% | -8.7% | -19.9% |
| 6M | -59.6% | -43.3% | -16.3% | -36.1% |
| YTD | -32.0% | +18.7% | -50.6% | -38.7% |
| 1Y | -46.9% | +13.8% | -60.7% | -50.2% |
| 3Y | +255.7% | +495.0% | -239.3% | -13.8% |
| All | +243.9% | +1,181.4% | -937.5% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 10y: compounded portfolio wealth divided by compounded FIX 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…
10y analysis · Full analysis span regression · 6 months rolling