+373.4%
APLD vs FN
+158.4%
+215.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.4% | -0.1% |
| 7D | +4.1% | -1.7% | +5.7% | +5.1% |
| 30D | -11.7% | -22.0% | +10.3% | +0.7% |
| 3M | -40.3% | -43.0% | +2.7% | -18.6% |
| 6M | -8.0% | -27.7% | +19.8% | +6.6% |
| YTD | +7.5% | -10.5% | +18.1% | +6.7% |
| 1Y | +84.0% | +12.5% | +71.5% | +60.5% |
| All | +373.4% | +158.4% | +215.1% | +146.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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