+242.5%
APLD vs FIX
+1,164.5%
-922.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -15.1% | +8.3% | +5.6% |
| 7D | -18.5% | -18.9% | +0.4% | -3.7% |
| 30D | -32.8% | -36.3% | +3.5% | -3.5% |
| 3M | -46.9% | -38.5% | -8.4% | -21.8% |
| 6M | -53.4% | -42.3% | -11.1% | -27.4% |
| YTD | -32.3% | +17.1% | -49.4% | -38.6% |
| 1Y | -46.5% | +14.4% | -60.9% | -50.2% |
| 3Y | +204.2% | +486.7% | -282.5% | -25.8% |
| All | +242.5% | +1,164.5% | -922.0% | -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 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