+190.1%
APLD vs FIX
+448.6%
-258.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +5.4% | +4.3% | +5.3% |
| 7D | -12.7% | -17.5% | +4.7% | +2.0% |
| 30D | -34.7% | -41.6% | +6.9% | +1.1% |
| 3M | -46.1% | -40.6% | -5.5% | -18.1% |
| 6M | -64.9% | -49.4% | -15.5% | -39.2% |
| YTD | -36.6% | +9.2% | -45.8% | -38.0% |
| 1Y | -50.0% | +6.5% | -56.4% | -49.8% |
| 3Y | +190.1% | +448.7% | -258.6% | +0.6% |
| All | +190.1% | +448.6% | -258.5% | +0.6% |
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