+373.4%
APLD vs FIX
+782.4%
-409.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +0.3% |
| 7D | +4.1% | +6.0% | -2.0% | -0.7% |
| 30D | -11.7% | -7.2% | -4.5% | -6.7% |
| 3M | -40.3% | -15.9% | -24.4% | -32.0% |
| 6M | -8.0% | +12.7% | -20.7% | -14.8% |
| YTD | +7.5% | +72.8% | -65.2% | -26.7% |
| 1Y | +84.0% | +122.9% | -38.9% | +4.3% |
| All | +373.4% | +782.4% | -409.0% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling