+192.2%
APLD vs FIX
+1,018.0%
-825.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -11.6% | -3.1% | -5.1% |
| 7D | -27.0% | -27.2% | +0.2% | -5.3% |
| 30D | -44.1% | -46.9% | +2.8% | -6.2% |
| 3M | -52.6% | -44.4% | -8.1% | -23.8% |
| 6M | -64.5% | -50.9% | -13.6% | -36.7% |
| YTD | -42.2% | +3.5% | -45.7% | -41.8% |
| 1Y | -57.2% | -2.1% | -55.1% | -54.6% |
| 3Y | +159.5% | +418.7% | -259.2% | -29.6% |
| All | +192.2% | +1,018.0% | -825.9% | -74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling