+164.4%
APLD vs FIX
+420.3%
-255.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -11.6% | -3.1% | -5.2% |
| 7D | -27.0% | -27.2% | +0.2% | -5.4% |
| 30D | -44.1% | -46.9% | +2.8% | -6.5% |
| 3M | -52.6% | -44.4% | -8.1% | -24.0% |
| 6M | -64.5% | -50.9% | -13.6% | -37.0% |
| YTD | -42.2% | +3.5% | -45.7% | -41.1% |
| 1Y | -57.2% | -2.1% | -55.1% | -54.2% |
| All | +164.4% | +420.3% | -255.9% | -4.5% |
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